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RiverTree Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

RiverTree 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
Q2 		– Sell
-61,579
Closed -$7.67M – 39
2022
Q1 		$7.67M Sell
61,579
-3,202
-5% -$403K 5.16% 11
2021
Q4 		$8.37M Buy
64,781
+1,633
+3% +$211K 5.36% 5
2021
Q3 		$8.06M Sell
63,148
-16,873
-21% -$2.18M 5.5% 4
2021
Q2 		$10.2M Buy
80,021
+187
+0.2% +$23.8K 6.93% 1
2021
Q1 		$10M Buy
+79,834
New +$10.1M 7.02% 2

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RiverTree Advisors's TIP Position: Q2 2022 in Review

RiverTree Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 61,579 shares — an estimated $7.67M sold.

RiverTree Advisors first reported a position in TIP in Q1 2021 and held it in 5 quarters. The position peaked at $10.2M in Q2 2021. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • RiverTree Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • RiverTree Advisors sold 61,579 iShares TIPS Bond ETF shares in Q2 2022, an estimated $7.67M.
  • RiverTree Advisors first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 5 quarters.
  • RiverTree Advisors's iShares TIPS Bond ETF position peaked at $10.2M in Q2 2021.
  • 1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on RiverTree Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.