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Paradigm Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Paradigm Financial 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
2021
Q4 		$18.2M Buy
141,077
+1,588
+1% +$205K 4.03% 2
2021
Q3 		$17.8M Sell
139,489
-2,698
-2% -$348K 4.1% 2
2021
Q2 		$18.2M Sell
142,187
-7,434
-5% -$944K 4.05% 2
2021
Q1 		$18.8M Buy
149,621
+18,247
+14% +$2.31M 4.56% 2
2020
Q4 		$16.8M Sell
131,374
-4,794
-4% -$605K 4.54% 2
2020
Q3 		$17.2M Buy
136,168
+100,319
+280% +$12.6M 4.89% 4
2020
Q2 		$4.41M Buy
35,849
+3,622
+11% +$440K 1.4% 23
2020
Q1 		$3.8M Buy
32,227
+8,184
+34% +$964K 1.41% 21
2019
Q4 		$2.8M Buy
24,043
+10,423
+77% +$1.21M 0.96% 34
2019
Q3 		$1.58M Buy
13,620
+1,224
+10% +$142K 0.62% 46
2019
Q2 		$1.43M Sell
12,396
-921
-7% -$105K 0.53% 50
2019
Q1 		$1.51M Sell
13,317
-1,752
-12% -$194K 0.57% 50
2018
Q4 		$1.65M Buy
15,069
+45
+0.3% +$4.91K 0.74% 41
2018
Q3 		$1.66M Buy
15,024
+10,073
+203% +$1.13M 0.65% 42
2018
Q2 		$558K Buy
4,951
+2,670
+117% +$300K 0.24% 67
2018
Q1 		$257K Buy
+2,281
New +$257K 0.11% 98
2014
Q2 		– Sell
-131
Closed -$15K – 209
2014
Q1 		$15K Buy
+131
New +$14.7K 0.01% 185

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
Envestnet Asset Management
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paradigm Financial Advisors's TIP Position: Q4 2021 in Review

Paradigm Financial Advisors increased its iShares TIPS Bond ETF (TIP) stake by 1.1% in Q4 2021, buying an estimated $205K and bringing the position to 141,077 shares worth $18.2M. The position accounts for 4.03% of the portfolio, ranked #2.

Paradigm Financial Advisors first reported a position in TIP in Q1 2014 and has held it in 17 quarters since. The position peaked at $18.8M in Q1 2021. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Paradigm Financial Advisors held 141,077 shares of iShares TIPS Bond ETF worth $18.2M as of Q4 2021.
  • Paradigm Financial Advisors bought 1,588 iShares TIPS Bond ETF shares in Q4 2021, an estimated $205K.
  • iShares TIPS Bond ETF made up 4.03% of Paradigm Financial Advisors's portfolio in Q4 2021, its #2 holding.
  • Paradigm Financial Advisors first reported a position in iShares TIPS Bond ETF in Q1 2014 and has held it in 17 quarters since.
  • Paradigm Financial Advisors's iShares TIPS Bond ETF position peaked at $18.8M in Q1 2021.
  • 1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.