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

Solstein 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
2022
Q1 		– Sell
-400
Closed -$52K – 423
2021
Q4 		$52K Sell
400
-10,523
-96% -$1.36M 0.03% 212
2021
Q3 		$1.4M Buy
10,923
+9,600
+726% +$1.24M 0.8% 37
2021
Q2 		$169K Sell
1,323
-37
-3% -$4.7K 0.21% 117
2021
Q1 		$171K Sell
1,360
-2,730
-67% -$346K 0.23% 115
2020
Q4 		$522 Buy
4,090
+3,310
+424% +$418K 0.22% 32
2020
Q3 		$99K Sell
780
-3,325
-81% -$418K 0.22% 91
2020
Q2 		$505K Buy
+4,105
New +$499K 1.2% 23
2020
Q1 		– Sell
-13,122
Closed -$1.53M – 377
2019
Q4 		$1.53M Buy
+13,122
New +$1.53M 3.09% 9

Other funds holding TIP

BlackRock
BlackRock New York $5.7T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return