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Richwood Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Richwood Investment 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
2023
Q1 		– Sell
-1,895
Closed -$202K – 107
2022
Q4 		$202K Buy
+1,895
New +$202K 0.2% 105
2022
Q3 		– Sell
-1,895
Closed -$216K – 105
2022
Q2 		$216K Sell
1,895
-150
-7% -$17.8K 0.22% 102
2022
Q1 		$255K Sell
2,045
-75
-4% -$9.43K 0.23% 102
2021
Q4 		$274K Buy
+2,120
New +$273K 0.24% 92

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Richwood Investment Advisors's TIP Position: Q1 2023 in Review

Richwood Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 1,895 shares — an estimated $202K sold.

Richwood Investment Advisors first reported a position in TIP in Q4 2021 and held it in 4 quarters. The position peaked at $274K in Q4 2021. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Richwood Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Richwood Investment Advisors sold 1,895 iShares TIPS Bond ETF shares in Q1 2023, an estimated $202K.
  • Richwood Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 4 quarters.
  • Richwood Investment Advisors's iShares TIPS Bond ETF position peaked at $274K in Q4 2021.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Richwood Investment Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.