Sierra Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Sierra 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
2023 Q1	–	Sell	-200	Closed	-$21K	–	517
2022 Q4	$21K	Hold	200	–	–	﹤0.01%	306
2022 Q3	$21K	Hold	200	–	–	﹤0.01%	320
2022 Q2	$23K	Hold	200	–	–	﹤0.01%	387
2022 Q1	$25K	Hold	200	–	–	﹤0.01%	396
2021 Q4	$26K	Hold	200	–	–	﹤0.01%	391
2021 Q3	$26K	Hold	200	–	–	﹤0.01%	337
2021 Q2	$26K	Hold	200	–	–	﹤0.01%	318
2021 Q1	$25K	Buy	+200	New	+$25.3K	﹤0.01%	304

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sierra Capital's TIP Position: Q1 2023 in Review

Sierra Capital sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 200 shares — an estimated $21K sold.

Sierra Capital first reported a position in TIP in Q1 2021 and held it in 8 quarters. The position peaked at $26K in Q4 2021. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

Sierra Capital reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 200 iShares TIPS Bond ETF shares in Q1 2023, an estimated $21K.
Sierra Capital first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 8 quarters.
Sierra Capital's iShares TIPS Bond ETF position peaked at $26K in Q4 2021.
1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.