PIA
TIP icon

Panoramic Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Panoramic Investment Advisors’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 		$214K Buy
+2,011
New +$215K 0.22% 88

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Panoramic Investment Advisors's TIP Position: Q4 2022 in Review

Panoramic Investment Advisors opened a new position in iShares TIPS Bond ETF (TIP) in Q4 2022: 2,011 shares worth $214K. The stake represents 0.22% of the portfolio and ranks #88 among its holdings.

1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Panoramic Investment Advisors held 2,011 shares of iShares TIPS Bond ETF worth $214K as of Q4 2022.
  • iShares TIPS Bond ETF was a new Panoramic Investment Advisors position in Q4 2022.
  • iShares TIPS Bond ETF made up 0.22% of Panoramic Investment Advisors's portfolio in Q4 2022, its #88 holding.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Panoramic Investment Advisors's 13F filing for Q4 2022, filed 1 Mar 2023.