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New York Life Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

New York Life Investment Management’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
2023
Q1 		– Sell
-2,617
Closed -$279K – 1388
2022
Q4 		$279K Sell
2,617
-55
-2% -$5.87K ﹤0.01% 1135
2022
Q3 		$280K Sell
2,672
-1,711
-39% -$194K ﹤0.01% 1121
2022
Q2 		$499K Buy
+4,383
New +$520K 0.01% 722
2019
Q2 		– Sell
-29,851
Closed -$3.38M – 28
2019
Q1 		$3.38M Sell
29,851
-6,076
-17% -$674K 0.26% 21
2018
Q4 		$3.93M Buy
35,927
+255
+0.7% +$27.8K 0.29% 21
2018
Q3 		$3.95M Sell
35,672
-118
-0.3% -$13.2K 0.27% 16
2018
Q2 		$4.04M Sell
35,790
-1,330
-4% -$149K 0.23% 16
2018
Q1 		$4.2M Buy
37,120
+1,974
+6% +$222K 0.26% 21
2017
Q4 		$4.01M Buy
35,146
+721
+2% +$82K 0.28% 28
2017
Q3 		$3.91M Buy
34,425
+697
+2% +$79.4K 0.32% 26
2017
Q2 		$3.83M Sell
33,728
-2,374
-7% -$271K 0.35% 25
2017
Q1 		$4.14M Sell
36,102
-1,452
-4% -$165K 0.52% 22
2016
Q4 		$4.25M Buy
37,554
+1,769
+5% +$202K 0.49% 24
2016
Q3 		$4.17M Sell
35,785
-5,225
-13% -$606K 0.46% 24
2016
Q2 		$4.79M Sell
41,010
-3,711
-8% -$426K 0.53% 32
2016
Q1 		$5.13M Sell
44,721
-10,808
-19% -$1.21M 0.77% 32
2015
Q4 		$6.09M Sell
55,529
-160,806
-74% -$17.8M 0.91% 32
2015
Q3 		$23.9M Buy
216,335
+155,334
+255% +$17.3M 2.24% 13
2015
Q2 		$6.83M Buy
+61,001
New +$6.9M 0.77% 38
2013
Q4 		– Sell
-66,026
Closed -$7.43M – 167
2013
Q3 		$7.43M Buy
66,026
+44,544
+207% +$4.97M 2.28% 11
2013
Q2 		$2.41M Buy
+21,482
New +$2.54M 0.77% 36

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New York Life Investment Management's TIP Position: Q1 2023 in Review

New York Life Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 2,617 shares — an estimated $279K sold.

New York Life Investment Management first reported a position in TIP in Q2 2013 and held it in 21 quarters. The position peaked at $23.9M in Q3 2015. 1,114 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • New York Life Investment Management reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 2,617 iShares TIPS Bond ETF shares in Q1 2023, an estimated $279K.
  • New York Life Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 21 quarters.
  • New York Life Investment Management's iShares TIPS Bond ETF position peaked at $23.9M in Q3 2015.
  • 1,114 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.