PPG
TIP icon

Peak Planning Group’s iShares TIPS Bond ETF TIP Stock Holding History

Peak Planning Group’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 		$254K Sell
1,965
-313
-14% -$40.4K 0.19% 72
2021
Q3 		$291K Buy
+2,278
New +$294K 0.25% 65
2021
Q1 		$427K Sell
3,401
-362
-10% -$45.8K 0.42% 49
2020
Q4 		$480K Buy
3,763
+282
+8% +$35.6K 0.55% 35
2020
Q3 		$440K Buy
+3,481
New +$437K 0.62% 30

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $786B AUM 40.34% 1-Year Est. Return

Peak Planning Group's TIP Position: Q4 2021 in Review

Peak Planning Group reduced its iShares TIPS Bond ETF (TIP) stake by 14% in Q4 2021, selling an estimated $40.4K and leaving 1,965 shares worth $254K. The position accounts for 0.19% of the portfolio, ranked #72.

Peak Planning Group first reported a position in TIP in Q3 2020 and has held it in 5 quarters since. The position peaked at $480K in Q4 2020. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Peak Planning Group held 1,965 shares of iShares TIPS Bond ETF worth $254K as of Q4 2021.
  • Peak Planning Group sold 313 iShares TIPS Bond ETF shares in Q4 2021, an estimated $40.4K.
  • iShares TIPS Bond ETF made up 0.19% of Peak Planning Group's portfolio in Q4 2021, its #72 holding.
  • Peak Planning Group first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 5 quarters since.
  • Peak Planning Group's iShares TIPS Bond ETF position peaked at $480K in Q4 2020.
  • 1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Peak Planning Group's 13F filing for Q4 2021, filed 26 May 2026.