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Simmons Bank’s iShares TIPS Bond ETF TIP Stock Holding History

Simmons Bank’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
Q1 		– Sell
-24,722
Closed -$3.15M – 365
2020
Q4 		$3.15M Sell
24,722
-576
-2% -$72.7K 0.25% 95
2020
Q3 		$3.2M Buy
25,298
+10,543
+71% +$1.32M 0.26% 89
2020
Q2 		$1.81M Buy
14,755
+5,527
+60% +$672K 0.15% 134
2020
Q1 		$1.09M Sell
9,228
-24
-0.3% -$2.83K 0.09% 164
2019
Q4 		$1.08M Buy
9,252
+196
+2% +$22.8K 0.1% 174
2019
Q3 		$1.05M Buy
9,056
+1,606
+22% +$186K 0.1% 175
2019
Q2 		$860K Sell
7,450
-4,896
-40% -$557K 0.08% 202
2019
Q1 		$1.4M Buy
+12,346
New +$1.37M 0.14% 146
2018
Q3 		– Sell
-14,746
Closed -$1.66M – 384
2018
Q2 		$1.66M Buy
+14,746
New +$1.65M 0.15% 127
2017
Q4 		– Sell
-15,850
Closed -$1.8M – 315
2017
Q3 		$1.8M Buy
15,850
+1,739
+12% +$198K 0.19% 113
2017
Q2 		$1.6M Buy
+14,111
New +$1.61M 0.18% 112
2017
Q1 		– Sell
-13,340
Closed -$1.51M – 296
2016
Q4 		$1.51M Buy
13,340
+15
+0.1% +$1.71K 0.17% 119
2016
Q3 		$1.55M Buy
13,325
+2,688
+25% +$312K 0.17% 114
2016
Q2 		$1.24M Buy
10,637
+71
+0.7% +$8.15K 0.14% 133
2016
Q1 		$1.21M Buy
+10,566
New +$1.18M 0.13% 136

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simmons Bank's TIP Position: Q1 2021 in Review

Simmons Bank sold out of iShares TIPS Bond ETF (TIP) in Q1 2021, closing a stake of 24,722 shares — an estimated $3.15M sold.

Simmons Bank first reported a position in TIP in Q1 2016 and held it in 15 quarters. The position peaked at $3.2M in Q3 2020. 1,095 funds tracked by Wall St. Rank hold TIP as of Q1 2021.

  • Simmons Bank reported no remaining iShares TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Simmons Bank sold 24,722 iShares TIPS Bond ETF shares in Q1 2021, an estimated $3.15M.
  • Simmons Bank first reported a position in iShares TIPS Bond ETF in Q1 2016 and held it in 15 quarters.
  • Simmons Bank's iShares TIPS Bond ETF position peaked at $3.2M in Q3 2020.
  • 1,095 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2021.

Based on Simmons Bank's 13F filing for Q1 2021, filed 6 May 2021.