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Old Mission Investment Co’s iShares TIPS Bond ETF TIP Stock Holding History

Old Mission Investment Co’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
Q4 		– Sell
-2,033
Closed -$213K – 114
2022
Q3 		$213K Hold
2,033
– – 0.1% 101
2022
Q2 		$232K Sell
2,033
-1,897
-48% -$225K 0.1% 95
2022
Q1 		$490K Sell
3,930
-2,260
-37% -$284K 0.18% 70
2021
Q4 		$800K Buy
+6,190
New +$798K 0.29% 49

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Old Mission Investment Co's TIP Position: Q4 2022 in Review

Old Mission Investment Co sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 2,033 shares — an estimated $213K sold.

Old Mission Investment Co first reported a position in TIP in Q4 2021 and held it in 4 quarters. The position peaked at $800K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Old Mission Investment Co reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Old Mission Investment Co sold 2,033 iShares TIPS Bond ETF shares in Q4 2022, an estimated $213K.
  • Old Mission Investment Co first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 4 quarters.
  • Old Mission Investment Co's iShares TIPS Bond ETF position peaked at $800K in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Old Mission Investment Co's 13F filing for Q4 2022, filed 16 Sep 2026.