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Redwood Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Redwood Investment 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
2024
Q1 		– Sell
-2,453
Closed -$264K – 396
2023
Q4 		$264K Buy
2,453
+246
+11% +$25.7K 0.02% 319
2023
Q3 		$229K Buy
+2,207
New +$234K 0.02% 317
2022
Q3 		– Sell
-55,910
Closed -$6.37M – 280
2022
Q2 		$6.37M Buy
55,910
+589
+1% +$69.9K 1.07% 11
2022
Q1 		$6.89M Sell
55,321
-73
-0.1% -$9.18K 1.02% 13
2021
Q4 		$7.06M Buy
+55,394
New +$7.14M 0.93% 17

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 $1.37T AUM 24.88% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Redwood Investment Management's TIP Position: Q1 2024 in Review

Redwood Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 2,453 shares — an estimated $264K sold.

Redwood Investment Management first reported a position in TIP in Q4 2021 and held it in 5 quarters. The position peaked at $7.06M in Q4 2021. 1,046 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Redwood Investment Management reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Redwood Investment Management sold 2,453 iShares TIPS Bond ETF shares in Q1 2024, an estimated $264K.
  • Redwood Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 5 quarters.
  • Redwood Investment Management's iShares TIPS Bond ETF position peaked at $7.06M in Q4 2021.
  • 1,046 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Redwood Investment Management's 13F filing for Q1 2024, filed 16 May 2024.