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Sterling Investment Advisors (Pennsylvania)’s iShares TIPS Bond ETF TIP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-896
Closed -$102K – 477
2022
Q2 		$102K Hold
896
– – 0.04% 176
2022
Q1 		$112K Buy
896
+71
+9% +$8.93K 0.03% 181
2021
Q4 		$107K Hold
825
– – 0.03% 190
2021
Q3 		$105K Hold
825
– – 0.03% 191
2021
Q2 		$106K Sell
825
-40
-5% -$5.08K 0.03% 195
2021
Q1 		$109K Sell
865
-940
-52% -$119K 0.04% 184
2020
Q4 		$230K Hold
1,805
– – 0.08% 124
2020
Q3 		$228K Hold
1,805
– – 0.09% 119
2020
Q2 		$222K Hold
1,805
– – 0.09% 119
2020
Q1 		$212K Sell
1,805
-265
-13% -$31.2K 0.11% 106
2019
Q4 		$241K Sell
2,070
-98
-5% -$11.4K 0.11% 104
2019
Q3 		$252K Sell
2,168
-300
-12% -$34.8K 0.13% 96
2019
Q2 		$285K Buy
2,468
+63
+3% +$7.16K 0.15% 95
2019
Q1 		$272K Hold
2,405
– – 0.14% 102
2018
Q4 		$263K Hold
2,405
– – 0.15% 97
2018
Q3 		$266K Sell
2,405
-100
-4% -$11.2K 0.14% 102
2018
Q2 		$282K Hold
2,505
– – 0.17% 96
2018
Q1 		$283K Hold
2,505
– – 0.17% 94
2017
Q4 		$286K Buy
2,505
+40
+2% +$4.55K 0.18% 89
2017
Q3 		$280K Hold
2,465
– – 0.19% 87
2017
Q2 		$280K Buy
2,465
+724
+42% +$82.7K 0.19% 91
2017
Q1 		$200K Buy
1,741
+136
+8% +$15.5K 0.14% 99
2016
Q4 		$182K Buy
+1,605
New +$183K 0.15% 92

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s TIP Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 896 shares — an estimated $102K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in TIP in Q4 2016 and held it in 23 quarters. The position peaked at $286K in Q4 2017. 1,222 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 896 iShares TIPS Bond ETF shares in Q3 2022, an estimated $102K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 23 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s iShares TIPS Bond ETF position peaked at $286K in Q4 2017.
  • 1,222 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.