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Sage Mountain Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Sage Mountain 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
-28
Closed -$3K – 643
2022
Q1 		$3K Buy
+28
New +$3.52K ﹤0.01% 613
2021
Q1 		– Sell
-412
Closed -$53K – 469
2020
Q4 		$53K Buy
+412
New +$52K 0.02% 229

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 22.9% 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

Sage Mountain Advisors's TIP Position: Q2 2022 in Review

Sage Mountain Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 28 shares — an estimated $3K sold.

Sage Mountain Advisors first reported a position in TIP in Q4 2020 and held it in 2 quarters. The position peaked at $53K in Q4 2020. 1,293 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Sage Mountain Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 28 iShares TIPS Bond ETF shares in Q2 2022, an estimated $3K.
  • Sage Mountain Advisors first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 2 quarters.
  • Sage Mountain Advisors's iShares TIPS Bond ETF position peaked at $53K in Q4 2020.
  • 1,293 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Sage Mountain Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.