RCA
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Ranch Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-148
Closed -$19K – 538
2021
Q3 		$19K Buy
+148
New +$19.1K 0.01% 384
2020
Q4 		– Sell
-150
Closed -$18K – 911
2020
Q3 		$18K Hold
150
– – 0.01% 477
2020
Q2 		$18K Sell
150
-120
-44% -$14.6K 0.01% 501
2020
Q1 		$31K Sell
270
-450
-63% -$53K 0.03% 357
2019
Q4 		$84K Buy
+720
New +$83.7K 0.07% 243

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $786B AUM 40.34% 1-Year Est. Return

Ranch Capital Advisors's TIP Position: Q4 2021 in Review

Ranch Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2021, closing a stake of 148 shares — an estimated $19K sold.

Ranch Capital Advisors first reported a position in TIP in Q4 2019 and held it in 5 quarters. The position peaked at $84K in Q4 2019. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Ranch Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 148 iShares TIPS Bond ETF shares in Q4 2021, an estimated $19K.
  • Ranch Capital Advisors first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 5 quarters.
  • Ranch Capital Advisors's iShares TIPS Bond ETF position peaked at $84K in Q4 2019.
  • 1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.