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Quest Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Quest Capital Management’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
Q4 		$200K Buy
+1,549
New +$200K 0.03% 309
2021
Q1 		– Sell
-1,674
Closed -$214K – 271
2020
Q4 		$214K Buy
1,674
+75
+5% +$9.46K 0.05% 235
2020
Q3 		$202K Buy
+1,599
New +$201K 0.06% 217

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Quest Capital Management's TIP Position: Q4 2021 in Review

Quest Capital Management opened a new position in iShares TIPS Bond ETF (TIP) in Q4 2021: 1,549 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #309 among its holdings. This is a return to the name: Quest Capital Management previously reported a position in TIP as recently as Q4 2020.

Quest Capital Management first reported a position in TIP in Q3 2020 and has held it in 3 quarters since. The position peaked at $214K in Q4 2020. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Quest Capital Management held 1,549 shares of iShares TIPS Bond ETF worth $200K as of Q4 2021.
  • iShares TIPS Bond ETF was a new Quest Capital Management position in Q4 2021.
  • iShares TIPS Bond ETF made up 0.03% of Quest Capital Management's portfolio in Q4 2021, its #309 holding.
  • Quest Capital Management first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 3 quarters since.
  • Quest Capital Management's iShares TIPS Bond ETF position peaked at $214K in Q4 2020.
  • 1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.