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

RGT 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 Q1	–	Sell	-166	Closed	-$21K	–	314
2021 Q4	$21K	Buy	+166	New	+$21.4K	﹤0.01%	190

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RGT Wealth Advisors's TIP Position: Q1 2022 in Review

RGT Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 166 shares — an estimated $21K sold.

RGT Wealth Advisors first reported a position in TIP in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

RGT Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 166 iShares TIPS Bond ETF shares in Q1 2022, an estimated $21K.
RGT Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's iShares TIPS Bond ETF position peaked at $21K in Q4 2021.
1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.