NovaPoint Capital’s iShares TIPS Bond ETF TIP Stock Holding History

NovaPoint Capital’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 Q1	–	Sell	-1,778	Closed	-$230K	–	150
2021 Q4	$230K	Buy	+1,778	New	+$229K	0.08%	129

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NovaPoint Capital's TIP Position: Q1 2022 in Review

NovaPoint Capital sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 1,778 shares — an estimated $230K sold.

NovaPoint Capital first reported a position in TIP in Q4 2021 and held it in 1 quarter. The position peaked at $230K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

NovaPoint Capital reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
NovaPoint Capital sold 1,778 iShares TIPS Bond ETF shares in Q1 2022, an estimated $230K.
NovaPoint Capital first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 1 quarter.
NovaPoint Capital's iShares TIPS Bond ETF position peaked at $230K in Q4 2021.
1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on NovaPoint Capital's 13F filing for Q1 2022, filed 29 Apr 2022.