RC
TIP icon

Rinet Company’s iShares TIPS Bond ETF TIP Stock Holding History

Rinet Company’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
2021
Q3 		$833K Buy
6,527
+3,562
+120% +$459K 0.16% 44
2021
Q2 		$380K Buy
+2,965
New +$377K 0.07% 59
2016
Q2 		– Sell
-200
Closed -$23K – 22
2016
Q1 		$23K Sell
200
-878
-81% -$98.1K 0.02% 21
2015
Q4 		$118K Sell
1,078
-134
-11% -$14.8K 0.08% 19
2015
Q3 		$134K Buy
1,212
+134
+12% +$14.9K 0.11% 17
2015
Q2 		$121K Buy
+1,078
New +$122K 0.1% 18

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rinet Company's TIP Position: Q3 2021 in Review

Rinet Company increased its iShares TIPS Bond ETF (TIP) stake by 120% in Q3 2021, buying an estimated $459K and bringing the position to 6,527 shares worth $833K. The position accounts for 0.16% of the portfolio, ranked #44.

Rinet Company first reported a position in TIP in Q2 2015 and has held it in 6 quarters since. 1,187 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • Rinet Company held 6,527 shares of iShares TIPS Bond ETF worth $833K as of Q3 2021.
  • Rinet Company bought 3,562 iShares TIPS Bond ETF shares in Q3 2021, an estimated $459K.
  • iShares TIPS Bond ETF made up 0.16% of Rinet Company's portfolio in Q3 2021, its #44 holding.
  • Rinet Company first reported a position in iShares TIPS Bond ETF in Q2 2015 and has held it in 6 quarters since.
  • 1,187 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.