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Sabal Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Sabal Trust’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
Q4 		– Sell
-1,655
Closed -$211K – 158
2021
Q3 		$211K Buy
+1,655
New +$213K 0.02% 143
2017
Q3 		– Sell
-1,820
Closed -$206K – 138
2017
Q2 		$206K Buy
+1,820
New +$208K 0.02% 124
2014
Q2 		– Sell
-2,667
Closed -$299K – 111
2014
Q1 		$299K Sell
2,667
-1,785
-40% -$200K 0.04% 91
2013
Q4 		$489K Sell
4,452
-1,440
-24% -$161K 0.07% 68
2013
Q3 		$664K Sell
5,892
-2,470
-30% -$276K 0.1% 62
2013
Q2 		$936K Buy
+8,362
New +$990K 0.15% 56

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $786B AUM 40.34% 1-Year Est. Return

Sabal Trust's TIP Position: Q4 2021 in Review

Sabal Trust sold out of iShares TIPS Bond ETF (TIP) in Q4 2021, closing a stake of 1,655 shares — an estimated $211K sold.

Sabal Trust first reported a position in TIP in Q2 2013 and held it in 6 quarters. The position peaked at $936K in Q2 2013. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Sabal Trust reported no remaining iShares TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Sabal Trust sold 1,655 iShares TIPS Bond ETF shares in Q4 2021, an estimated $211K.
  • Sabal Trust first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 6 quarters.
  • Sabal Trust's iShares TIPS Bond ETF position peaked at $936K in Q2 2013.
  • 1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Sabal Trust's 13F filing for Q4 2021, filed 21 Jan 2022.