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Norris Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Norris Financial Group’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
2022
Q2 		– Sell
-19,421
Closed -$2.42M – 86
2022
Q1 		$2.42M Sell
19,421
-13,437
-41% -$1.69M 1.46% 17
2021
Q4 		$4.25M Buy
32,858
+25,316
+336% +$3.26M 2.56% 10
2021
Q3 		$963K Buy
+7,542
New +$972K 0.64% 36
2021
Q2 		– Sell
-2,513
Closed -$315K – 90
2021
Q1 		$315K Buy
2,513
+292
+13% +$37K 0.23% 66
2020
Q4 		$284K Buy
2,221
+580
+35% +$73.2K 0.22% 56
2020
Q3 		$208K Buy
+1,641
New +$206K 0.18% 62

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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norris Financial Group's TIP Position: Q2 2022 in Review

Norris Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 19,421 shares — an estimated $2.42M sold.

Norris Financial Group first reported a position in TIP in Q3 2020 and held it in 6 quarters. The position peaked at $4.25M in Q4 2021. 1,293 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Norris Financial Group reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Norris Financial Group sold 19,421 iShares TIPS Bond ETF shares in Q2 2022, an estimated $2.42M.
  • Norris Financial Group first reported a position in iShares TIPS Bond ETF in Q3 2020 and held it in 6 quarters.
  • Norris Financial Group's iShares TIPS Bond ETF position peaked at $4.25M in Q4 2021.
  • 1,293 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Norris Financial Group's 13F filing for Q2 2022, filed 20 May 2026.