QCIG
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Quad-Cities Investment Group’s iShares TIPS Bond ETF TIP Stock Holding History

Quad-Cities Investment Group’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
2023
Q1 		– Sell
-1,972
Closed -$210K – 178
2022
Q4 		$210K Sell
1,972
-3,557
-64% -$380K 0.15% 153
2022
Q3 		$580K Sell
5,529
-4,493
-45% -$509K 0.45% 57
2022
Q2 		$1.14M Sell
10,022
-817
-8% -$96.9K 0.85% 31
2022
Q1 		$1.35M Buy
10,839
+544
+5% +$68.4K 0.86% 26
2021
Q4 		$1.33M Sell
10,295
-2,342
-19% -$302K 0.83% 30
2021
Q3 		$1.61M Sell
12,637
-2,377
-16% -$306K 1.13% 21
2021
Q2 		$1.92M Sell
15,014
-2,774
-16% -$352K 1.31% 17
2021
Q1 		$2.23M Buy
17,788
+4,217
+31% +$534K 1.69% 9
2020
Q4 		$1.73M Buy
13,571
+9,916
+271% +$1.25M 1.42% 16
2020
Q3 		$462K Buy
+3,655
New +$459K 0.44% 65
2019
Q4 		– Sell
-386
Closed -$46K – 655
2019
Q3 		$46K Sell
386
-26
-6% -$3.02K 0.04% 344
2019
Q2 		$49K Buy
412
+2
+0.5% +$227 0.04% 343
2019
Q1 		$46K Hold
410
– – 0.04% 351
2018
Q4 		$44K Buy
410
+8
+2% +$873 0.05% 349
2018
Q3 		$44K Buy
402
+2
+0.5% +$223 0.04% 374
2018
Q2 		$45K Buy
+400
New +$44.9K 0.04% 361

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Quad-Cities Investment Group's TIP Position: Q1 2023 in Review

Quad-Cities Investment Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 1,972 shares — an estimated $210K sold.

Quad-Cities Investment Group first reported a position in TIP in Q2 2018 and held it in 16 quarters. The position peaked at $2.23M in Q1 2021. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Quad-Cities Investment Group reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Quad-Cities Investment Group sold 1,972 iShares TIPS Bond ETF shares in Q1 2023, an estimated $210K.
  • Quad-Cities Investment Group first reported a position in iShares TIPS Bond ETF in Q2 2018 and held it in 16 quarters.
  • Quad-Cities Investment Group's iShares TIPS Bond ETF position peaked at $2.23M in Q1 2021.
  • 1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Quad-Cities Investment Group's 13F filing for Q1 2023, filed 21 Apr 2023.