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Phoenix Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Phoenix Financial’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
-7,009
Closed -$873K – 426
2022
Q1 		$873K Sell
7,009
-8,489
-55% -$1.07M 0.01% 265
2021
Q4 		$2M Sell
15,498
-318
-2% -$41K 0.03% 195
2021
Q3 		$2.02M Buy
15,816
+2,335
+17% +$301K 0.04% 208
2021
Q2 		$1.73M Buy
13,481
+98
+0.7% +$12.4K 0.03% 230
2021
Q1 		$1.68M Sell
13,383
-4,929
-27% -$624K 0.04% 246
2020
Q4 		$2.33M Buy
18,312
+8,845
+93% +$1.12M 0.06% 178
2020
Q3 		$1.13M Buy
9,467
+2,442
+35% +$307K 0.05% 185
2020
Q2 		$821K Buy
+7,025
New +$854K 0.03% 221

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial's TIP Position: Q2 2022 in Review

Phoenix Financial sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 7,009 shares — an estimated $873K sold.

Phoenix Financial first reported a position in TIP in Q2 2020 and held it in 8 quarters. The position peaked at $2.33M in Q4 2020. 1,292 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Phoenix Financial reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Phoenix Financial sold 7,009 iShares TIPS Bond ETF shares in Q2 2022, an estimated $873K.
  • Phoenix Financial first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 8 quarters.
  • Phoenix Financial's iShares TIPS Bond ETF position peaked at $2.33M in Q4 2020.
  • 1,292 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Phoenix Financial's 13F filing for Q2 2022, filed 15 Aug 2022.