Retirement Planning Group (Kansas)’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,147
| Closed | -$641K | – | 131 |
|
|
2022
Q1 | $641K | Hold |
5,147
| – | – | 0.07% | 65 |
|
|
2021
Q4 | $665K | Hold |
5,147
| – | – | 0.06% | 63 |
|
|
2021
Q3 | $657K | Hold |
5,147
| – | – | 0.07% | 51 |
|
|
2021
Q2 | $659K | Buy |
+5,147
| New | +$654K | 0.08% | 56 |
|
|
2021
Q1 | – | Sell |
-2,157
| Closed | -$275K | – | 64 |
|
|
2020
Q4 | $275K | Hold |
2,157
| – | – | 0.04% | 53 |
|
|
2020
Q3 | $273K | Hold |
2,157
| – | – | 0.04% | 52 |
|
|
2020
Q2 | $265K | Hold |
2,157
| – | – | 0.05% | 53 |
|
|
2020
Q1 | $254K | Sell |
2,157
-147
| -6% | -$17.3K | 0.06% | 51 |
|
|
2019
Q4 | $269K | Buy |
2,304
+148
| +7% | +$17.2K | 0.05% | 64 |
|
|
2019
Q3 | $251K | Sell |
2,156
-1
| -0% | -$116 | 0.05% | 62 |
|
|
2019
Q2 | $249K | Sell |
2,157
-64
| -3% | -$7.28K | 0.06% | 60 |
|
|
2019
Q1 | $251K | Sell |
2,221
-13
| -0.6% | -$1.44K | 0.06% | 62 |
|
|
2018
Q4 | $245K | Sell |
2,234
-9
| -0.4% | -$983 | 0.07% | 60 |
|
|
2018
Q3 | $248K | Buy |
2,243
+87
| +4% | +$9.72K | 0.06% | 50 |
|
|
2018
Q2 | $243K | Hold |
2,156
| – | – | 0.07% | 49 |
|
|
2018
Q1 | $244K | Hold |
2,156
| – | – | 0.07% | 48 |
|
|
2017
Q4 | $246K | Hold |
2,156
| – | – | 0.07% | 46 |
|
|
2017
Q3 | $245K | Hold |
2,156
| – | – | 0.07% | 44 |
|
|
2017
Q2 | $245K | Hold |
2,156
| – | – | 0.07% | 44 |
|
|
2017
Q1 | $247K | Hold |
2,156
| – | – | 0.08% | 47 |
|
|
2016
Q4 | $244K | Hold |
2,156
| – | – | 0.08% | 45 |
|
|
2016
Q3 | $251K | Hold |
2,156
| – | – | 0.08% | 47 |
|
|
2016
Q2 | $252K | Hold |
2,156
| – | – | 0.09% | 47 |
|
|
2016
Q1 | $247K | Hold |
2,156
| – | – | 0.09% | 46 |
|
|
2015
Q4 | $236K | Hold |
2,156
| – | – | 0.09% | 49 |
|
|
2015
Q3 | $239K | Hold |
2,156
| – | – | 0.1% | 50 |
|
|
2015
Q2 | $242K | Hold |
2,156
| – | – | 0.1% | 53 |
|
|
2015
Q1 | $245K | Sell |
2,156
-54
| -2% | -$6.12K | 0.1% | 56 |
|
|
2014
Q4 | $248K | Sell |
2,210
-209
| -9% | -$23.6K | 0.08% | 57 |
|
|
2014
Q3 | $271K | Buy |
2,419
+198
| +9% | +$22.6K | 0.08% | 55 |
|
|
2014
Q2 | $256K | Hold |
2,221
| – | – | 0.08% | 60 |
|
|
2014
Q1 | $249K | Sell |
2,221
-1,252
| -36% | -$140K | 0.08% | 60 |
|
|
2013
Q4 | $382K | Sell |
3,473
-1,550
| -31% | -$173K | 0.14% | 55 |
|
|
2013
Q3 | $565K | Sell |
5,023
-32,926
| -87% | -$3.67M | 0.2% | 44 |
|
|
2013
Q2 | $4.25M | Buy |
+37,949
| New | +$4.49M | 1.75% | 15 |
|
Other funds holding TIP
Retirement Planning Group (Kansas)'s TIP Position: Q2 2022 in Review
Retirement Planning Group (Kansas) sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 5,147 shares — an estimated $641K sold.
Retirement Planning Group (Kansas) first reported a position in TIP in Q2 2013 and held it in 35 quarters. The position peaked at $4.25M in Q2 2013. 1,292 funds tracked by Wall St. Rank hold TIP as of Q2 2022.
- Retirement Planning Group (Kansas) reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
- Retirement Planning Group (Kansas) sold 5,147 iShares TIPS Bond ETF shares in Q2 2022, an estimated $641K.
- Retirement Planning Group (Kansas) first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 35 quarters.
- Retirement Planning Group (Kansas)'s iShares TIPS Bond ETF position peaked at $4.25M in Q2 2013.
- 1,292 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.
Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2022, filed 13 Jul 2022.