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Sittner & Nelson’s iShares TIPS Bond ETF TIP Stock Holding History

Sittner & Nelson’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
-400
Closed -$50K – 488
2022
Q1 		$50K Hold
400
– – 0.03% 212
2021
Q4 		$52K Hold
400
– – 0.03% 204
2021
Q3 		$51K Hold
400
– – 0.03% 189
2021
Q2 		$51K Hold
400
– – 0.04% 177
2021
Q1 		$50K Hold
400
– – 0.04% 171
2020
Q4 		$51K Buy
+400
New +$50.5K 0.05% 163

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

Sittner & Nelson's TIP Position: Q2 2022 in Review

Sittner & Nelson sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 400 shares — an estimated $50K sold.

Sittner & Nelson first reported a position in TIP in Q4 2020 and held it in 6 quarters. The position peaked at $52K in Q4 2021. 1,293 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Sittner & Nelson reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Sittner & Nelson sold 400 iShares TIPS Bond ETF shares in Q2 2022, an estimated $50K.
  • Sittner & Nelson first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 6 quarters.
  • Sittner & Nelson's iShares TIPS Bond ETF position peaked at $52K in Q4 2021.
  • 1,293 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Sittner & Nelson's 13F filing for Q2 2022, filed 12 Aug 2022.