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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Regent Peak Wealth Advisors's TIP Position: Q2 2022 in Review

Regent Peak Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 1,758 shares — an estimated $219K sold.

Regent Peak Wealth Advisors first reported a position in TIP in Q4 2019 and held it in 10 quarters. The position peaked at $328K in Q4 2019. 1,293 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

Regent Peak Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
Regent Peak Wealth Advisors sold 1,758 iShares TIPS Bond ETF shares in Q2 2022, an estimated $219K.
Regent Peak Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 10 quarters.
Regent Peak Wealth Advisors's iShares TIPS Bond ETF position peaked at $328K in Q4 2019.
1,293 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.