P.J. Schmidt Investment Management (PJS)’s iShares TIPS Bond ETF TIP Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	-2,293	Closed	-$278K	–	185
2022 Q1	$278K	Sell	2,293 -131	-5%	-$16.5K	0.06%	153
2021 Q4	$307K	Buy	2,424 +331	+16%	+$42.7K	0.06%	150
2021 Q3	$271K	Hold	2,093	–	–	0.05%	154
2021 Q2	$271K	Buy	2,093 +40	+2%	+$5.08K	0.05%	155
2021 Q1	$261K	Hold	2,053	–	–	0.05%	150
2020 Q4	$263K	Hold	2,053	–	–	0.06%	140
2020 Q3	$259K	Buy	+2,053	New	+$258K	0.06%	130

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s TIP Position: Q2 2022 in Review

P.J. Schmidt Investment Management (PJS) sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 2,293 shares — an estimated $278K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in TIP in Q3 2020 and held it in 7 quarters. The position peaked at $307K in Q4 2021. 1,293 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

P.J. Schmidt Investment Management (PJS) reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 2,293 iShares TIPS Bond ETF shares in Q2 2022, an estimated $278K.
P.J. Schmidt Investment Management (PJS) first reported a position in iShares TIPS Bond ETF in Q3 2020 and held it in 7 quarters.
P.J. Schmidt Investment Management (PJS)'s iShares TIPS Bond ETF position peaked at $307K in Q4 2021.
1,293 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2022, filed 24 Aug 2022.