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RegentAtlantic Capital’s iShares TIPS Bond ETF TIP Stock Holding History

RegentAtlantic Capital’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
Q3 		$296K Buy
+2,818
New +$319K 0.01% 561
2015
Q1 		– Sell
-883
Closed -$98.9K – 887
2014
Q4 		$98.9K Buy
+883
New +$99.7K 0.01% 456

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

RegentAtlantic Capital's TIP Position: Q3 2022 in Review

RegentAtlantic Capital opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2022: 2,818 shares worth $296K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: RegentAtlantic Capital previously reported a position in TIP as recently as Q4 2014.

RegentAtlantic Capital first reported a position in TIP in Q4 2014 and has held it in 2 quarters since. 1,221 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • RegentAtlantic Capital held 2,818 shares of iShares TIPS Bond ETF worth $296K as of Q3 2022.
  • iShares TIPS Bond ETF was a new RegentAtlantic Capital position in Q3 2022.
  • iShares TIPS Bond ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #561 holding.
  • RegentAtlantic Capital first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 2 quarters since.
  • 1,221 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.