PJSIMP
TIP icon

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

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return