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Rossmore Private Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Rossmore Private Capital’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
-1,911
Closed -$238K – 237
2022
Q1 		$238K Hold
1,911
– – 0.04% 211
2021
Q4 		$247K Hold
1,911
– – 0.04% 210
2021
Q3 		$244K Hold
1,911
– – 0.04% 203
2021
Q2 		$245K Hold
1,911
– – 0.04% 201
2021
Q1 		$240K Hold
1,911
– – 0.05% 192
2020
Q4 		$244K Hold
1,911
– – 0.05% 182
2020
Q3 		$242K Buy
+1,911
New +$240K 0.06% 170

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rossmore Private Capital's TIP Position: Q2 2022 in Review

Rossmore Private Capital sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 1,911 shares — an estimated $238K sold.

Rossmore Private Capital first reported a position in TIP in Q3 2020 and held it in 7 quarters. The position peaked at $247K in Q4 2021. 1,292 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Rossmore Private Capital reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Rossmore Private Capital sold 1,911 iShares TIPS Bond ETF shares in Q2 2022, an estimated $238K.
  • Rossmore Private Capital first reported a position in iShares TIPS Bond ETF in Q3 2020 and held it in 7 quarters.
  • Rossmore Private Capital's iShares TIPS Bond ETF position peaked at $247K in Q4 2021.
  • 1,292 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Rossmore Private Capital's 13F filing for Q2 2022, filed 11 Aug 2022.