Mountain Capital Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Mountain Capital Investment Advisors’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,842	Closed	-$1.39M	–	128
2021 Q3	$1.39M	Buy	+10,842	New	+$1.4M	0.73%	33
2018 Q4	–	Sell	-2,256	Closed	-$250K	–	43
2018 Q3	$250K	Sell	2,256 -1,340	-37%	-$150K	0.24%	35
2018 Q2	$406K	Buy	3,596 +432	+14%	+$48.5K	0.4%	21
2018 Q1	$358K	Buy	+3,164	New	+$356K	0.39%	21
2017 Q4	–	Sell	-1,326	Closed	-$151K	–	383
2017 Q3	$151K	Buy	1,326 +1,140	+613%	+$130K	0.13%	41
2017 Q2	$21K	Buy	+186	New	+$21.3K	0.02%	204

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mountain Capital Investment Advisors's TIP Position: Q4 2021 in Review

Mountain Capital Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2021, closing a stake of 10,842 shares — an estimated $1.39M sold.

Mountain Capital Investment Advisors first reported a position in TIP in Q2 2017 and held it in 6 quarters. The position peaked at $1.39M in Q3 2021. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

Mountain Capital Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
Mountain Capital Investment Advisors sold 10,842 iShares TIPS Bond ETF shares in Q4 2021, an estimated $1.39M.
Mountain Capital Investment Advisors first reported a position in iShares TIPS Bond ETF in Q2 2017 and held it in 6 quarters.
Mountain Capital Investment Advisors's iShares TIPS Bond ETF position peaked at $1.39M in Q3 2021.
1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.