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Summit Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Summit Financial Group’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
-2,434
Closed -$314K – 220
2021
Q4 		$314K Buy
+2,434
New +$314K 0.1% 171
2021
Q1 		– Sell
-2,296
Closed -$293K – 185
2020
Q4 		$293K Hold
2,296
– – 0.13% 129
2020
Q3 		$290K Hold
2,296
– – 0.14% 120
2020
Q2 		$282K Hold
2,296
– – 0.15% 114
2020
Q1 		$271K Hold
2,296
– – 0.16% 108
2019
Q4 		$268K Sell
2,296
-726
-24% -$84.4K 0.13% 137
2019
Q3 		$351K Sell
3,022
-270
-8% -$31.3K 0.18% 106
2019
Q2 		$380K Buy
+3,292
New +$374K 0.17% 112

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Summit Financial Group's TIP Position: Q1 2022 in Review

Summit Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 2,434 shares — an estimated $314K sold.

Summit Financial Group first reported a position in TIP in Q2 2019 and held it in 8 quarters. The position peaked at $380K in Q2 2019. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Summit Financial Group reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Summit Financial Group sold 2,434 iShares TIPS Bond ETF shares in Q1 2022, an estimated $314K.
  • Summit Financial Group first reported a position in iShares TIPS Bond ETF in Q2 2019 and held it in 8 quarters.
  • Summit Financial Group's iShares TIPS Bond ETF position peaked at $380K in Q2 2019.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Summit Financial Group's 13F filing for Q1 2022, filed 8 Apr 2022.