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Pinnacle Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Pinnacle Private Wealth’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 		$418K Sell
3,670
-990
-21% -$117K 0.16% 149
2022
Q1 		$581K Buy
4,660
+1,130
+32% +$142K 0.18% 127
2021
Q4 		$456K Buy
+3,530
New +$455K 0.14% 158

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

Pinnacle Private Wealth's TIP Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its iShares TIPS Bond ETF (TIP) stake by 21% in Q2 2022, selling an estimated $117K and leaving 3,670 shares worth $418K. The position accounts for 0.16% of the portfolio, ranked #149.

Pinnacle Private Wealth first reported a position in TIP in Q4 2021 and has held it in 3 quarters since. The position peaked at $581K in Q1 2022. 1,292 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Pinnacle Private Wealth held 3,670 shares of iShares TIPS Bond ETF worth $418K as of Q2 2022.
  • Pinnacle Private Wealth sold 990 iShares TIPS Bond ETF shares in Q2 2022, an estimated $117K.
  • iShares TIPS Bond ETF made up 0.16% of Pinnacle Private Wealth's portfolio in Q2 2022, its #149 holding.
  • Pinnacle Private Wealth first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares TIPS Bond ETF position peaked at $581K in Q1 2022.
  • 1,292 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.