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RDFA
Ritter Daniher Financial Advisory’s
iShares TIPS Bond ETF
TIP
Stock Holding History
Ritter Daniher Financial Advisory’s Portfolio
TIP Stock Details
TIP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-200
Closed
-$21.4K
–
326
2024
Q2
$21.4K
Buy
+200
New
+$21.3K
0.01%
195
2023
Q4
–
Sell
-242
Closed
-$25.1K
–
371
2023
Q3
$25.1K
Hold
242
–
–
0.01%
176
2023
Q2
$26K
Hold
242
–
–
0.01%
168
2023
Q1
$26.6K
Hold
242
–
–
0.01%
165
2022
Q4
$25.7K
Hold
242
–
–
0.01%
176
2022
Q3
$25K
Hold
242
–
–
0.02%
142
2022
Q2
$28K
Sell
242
-1,140
-82%
-$135K
0.02%
133
2022
Q1
$172K
Hold
1,382
–
–
0.12%
63
2021
Q4
$178K
Hold
1,382
–
–
0.12%
61
2021
Q3
$176K
Hold
1,382
–
–
0.13%
61
2021
Q2
$177K
Buy
1,382
+1,140
+471%
+$145K
0.13%
59
2021
Q1
$30K
Sell
242
-770
-76%
-$97.5K
0.02%
114
2020
Q4
$129K
Buy
+1,012
New
+$128K
0.11%
62
Other funds holding TIP
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New York
$5.7T AUM
30.48%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Man Group
London, United Kingdom
$48.2B AUM
24.23%
1-Year Est. Return
PCIG
Partners Capital Investment Group
Boston, Massachusetts
$2.65B AUM
16.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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