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Regent Peak Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Regent Peak Wealth 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
2022
Q2 		– Sell
-1,758
Closed -$219K – 175
2022
Q1 		$219K Sell
1,758
-58
-3% -$7.3K 0.06% 150
2021
Q4 		$235K Sell
1,816
-154
-8% -$19.9K 0.06% 150
2021
Q3 		$252K Hold
1,970
– – 0.07% 146
2021
Q2 		$257K Sell
1,970
-430
-18% -$54.6K 0.07% 143
2021
Q1 		$301K Buy
2,400
+10
+0.4% +$1.27K 0.1% 120
2020
Q4 		$305K Buy
2,390
+176
+8% +$22.2K 0.1% 108
2020
Q3 		$280K Sell
2,214
-20
-0.9% -$2.51K 0.12% 100
2020
Q2 		$275K Sell
2,234
-388
-15% -$47.2K 0.12% 98
2020
Q1 		$309K Sell
2,622
-197
-7% -$23.2K 0.17% 82
2019
Q4 		$328K Buy
+2,819
New +$328K 0.15% 89

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return