Permit Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Permit Capital 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 Q1	$681K	Buy	+5,610	New	+$706K	0.26%	51

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

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

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

Permit Capital Advisors's TIP Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares TIPS Bond ETF (TIP) in Q1 2022: 5,610 shares worth $681K. The stake represents 0.26% of the portfolio and ranks #51 among its holdings.

1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

Permit Capital Advisors held 5,610 shares of iShares TIPS Bond ETF worth $681K as of Q1 2022.
iShares TIPS Bond ETF was a new Permit Capital Advisors position in Q1 2022.
iShares TIPS Bond ETF made up 0.26% of Permit Capital Advisors's portfolio in Q1 2022, its #51 holding.
1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.