Sonora Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Sonora Investment Management’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 Q3	$170K	Buy	1,335 +1,200	+889%	+$155K	0.02%	221
2021 Q2	$17K	Hold	135	–	–	﹤0.01%	609
2021 Q1	$17K	Buy	+135	New	+$17.1K	﹤0.01%	1044
2020 Q4	–	Sell	-800	Closed	-$101K	–	1785
2020 Q3	$101K	Buy	+800	New	+$100K	0.01%	386
2020 Q1	–	Sell	-716	Closed	-$83K	–	1741
2019 Q4	$83K	Buy	716 +678	+1,784%	+$78.8K	0.01%	385
2019 Q3	$4K	Buy	+38	New	+$4.41K	﹤0.01%	1469
2019 Q2	–	Sell	-1,180	Closed	-$133K	–	1745
2019 Q1	$133K	Buy	+1,180	New	+$131K	0.02%	274
2018 Q2	–	Sell	-70	Closed	-$7.91K	–	1213
2018 Q1	$7.91K	Buy	+70	New	+$7.88K	﹤0.01%	857
2017 Q4	–	Sell	-47	Closed	-$5.39K	–	1226
2017 Q3	$5.39K	Buy	47 +9	+24%	+$1.02K	﹤0.01%	849
2017 Q2	$4.31K	Buy	+38	New	+$4.34K	﹤0.01%	856

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Sonora Investment Management's TIP Position: Q3 2021 in Review

Sonora Investment Management increased its iShares TIPS Bond ETF (TIP) stake by 889% in Q3 2021, buying an estimated $155K and bringing the position to 1,335 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #221.

Sonora Investment Management first reported a position in TIP in Q2 2017 and has held it in 10 quarters since. 1,189 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

Sonora Investment Management held 1,335 shares of iShares TIPS Bond ETF worth $170K as of Q3 2021.
Sonora Investment Management bought 1,200 iShares TIPS Bond ETF shares in Q3 2021, an estimated $155K.
iShares TIPS Bond ETF made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #221 holding.
Sonora Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2017 and has held it in 10 quarters since.
1,189 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.