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Romano Brothers & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Romano Brothers & Co’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
-1,041
Closed -$111K – 910
2022
Q4 		$111K Buy
+1,041
New +$111K 0.02% 359

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Romano Brothers & Co's TIP Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 1,041 shares — an estimated $111K sold.

Romano Brothers & Co first reported a position in TIP in Q4 2022 and held it in 1 quarter. The position peaked at $111K in Q4 2022. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,041 iShares TIPS Bond ETF shares in Q1 2023, an estimated $111K.
  • Romano Brothers & Co first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares TIPS Bond ETF position peaked at $111K in Q4 2022.
  • 1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.