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Professional Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Professional Planning’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
Q3 		$721K Buy
5,650
+369
+7% +$47.6K 0.34% 58
2021
Q2 		$676K Sell
5,281
-8,096
-61% -$1.03M 0.31% 60
2021
Q1 		$1.68M Sell
13,377
-13,469
-50% -$1.7M 0.82% 28
2020
Q4 		$3.43M Buy
26,846
+4,492
+20% +$567K 1.38% 14
2020
Q3 		$2.83M Buy
22,354
+20,680
+1,235% +$2.6M 2.15% 12
2020
Q2 		$206K Buy
+1,674
New +$204K 0.11% 113

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Professional Planning's TIP Position: Q3 2021 in Review

Professional Planning increased its iShares TIPS Bond ETF (TIP) stake by 7% in Q3 2021, buying an estimated $47.6K and bringing the position to 5,650 shares worth $721K. The position accounts for 0.34% of the portfolio, ranked #58.

Professional Planning first reported a position in TIP in Q2 2020 and has held it in 6 quarters since. The position peaked at $3.43M in Q4 2020. 1,187 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • Professional Planning held 5,650 shares of iShares TIPS Bond ETF worth $721K as of Q3 2021.
  • Professional Planning bought 369 iShares TIPS Bond ETF shares in Q3 2021, an estimated $47.6K.
  • iShares TIPS Bond ETF made up 0.34% of Professional Planning's portfolio in Q3 2021, its #58 holding.
  • Professional Planning first reported a position in iShares TIPS Bond ETF in Q2 2020 and has held it in 6 quarters since.
  • Professional Planning's iShares TIPS Bond ETF position peaked at $3.43M in Q4 2020.
  • 1,187 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.