Rice Partnership’s iShares TIPS Bond ETF TIP Stock Holding History

Rice Partnership’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	-37	Closed	-$5K	–	133
2022 Q1	$5K	Hold	37	–	–	﹤0.01%	130
2021 Q4	$5K	Hold	37	–	–	﹤0.01%	140
2021 Q3	$5K	Hold	37	–	–	﹤0.01%	128
2021 Q2	$5K	Hold	37	–	–	﹤0.01%	128
2021 Q1	$5K	Hold	37	–	–	﹤0.01%	110
2020 Q4	$5K	Buy	+37	New	+$4.67K	﹤0.01%	112
2019 Q4	–	Sell	-5	Closed	-$1K	–	118
2019 Q3	$1K	Buy	+5	New	+$580	﹤0.01%	110

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

Rice Partnership's TIP Position: Q2 2022 in Review

Rice Partnership sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 37 shares — an estimated $5K sold.

Rice Partnership first reported a position in TIP in Q3 2019 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 1,292 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

Rice Partnership reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
Rice Partnership sold 37 iShares TIPS Bond ETF shares in Q2 2022, an estimated $5K.
Rice Partnership first reported a position in iShares TIPS Bond ETF in Q3 2019 and held it in 7 quarters.
Rice Partnership's iShares TIPS Bond ETF position peaked at $5K in Q1 2022.
1,292 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Rice Partnership's 13F filing for Q2 2022, filed 22 Jul 2022.