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

Plotkin 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
2022
Q1 		– Sell
-2,925
Closed -$378K – 90
2021
Q4 		$378K Sell
2,925
-9,352
-76% -$1.21M 0.24% 58
2021
Q3 		$1.57M Buy
12,277
+1,345
+12% +$173K 0.93% 26
2021
Q2 		$1.4M Buy
10,932
+6,595
+152% +$838K 0.77% 33
2021
Q1 		$544K Buy
4,337
+400
+10% +$50.6K 0.33% 43
2020
Q4 		$503K Buy
+3,937
New +$497K 0.33% 39

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Plotkin Financial Advisors's TIP Position: Q1 2022 in Review

Plotkin Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 2,925 shares — an estimated $378K sold.

Plotkin Financial Advisors first reported a position in TIP in Q4 2020 and held it in 5 quarters. The position peaked at $1.57M in Q3 2021. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Plotkin Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Plotkin Financial Advisors sold 2,925 iShares TIPS Bond ETF shares in Q1 2022, an estimated $378K.
  • Plotkin Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 5 quarters.
  • Plotkin Financial Advisors's iShares TIPS Bond ETF position peaked at $1.57M in Q3 2021.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Plotkin Financial Advisors's 13F filing for Q1 2022, filed 15 Nov 2024.