Sunesis Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Sunesis Advisors’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
2023 Q1	–	Sell	-17,288	Closed	-$1.84M	–	78
2022 Q4	$1.84M	Hold	17,288	–	–	1.18%	12
2022 Q3	$1.81M	Hold	17,288	–	–	1.25%	11
2022 Q2	$1.97M	Hold	17,288	–	–	1.28%	12
2022 Q1	$2.15M	Hold	17,288	–	–	1.25%	13
2021 Q4	$2.23M	Hold	17,288	–	–	1.64%	9
2021 Q3	$2.21M	Hold	17,288	–	–	1.71%	11
2021 Q2	$2.21M	Hold	17,288	–	–	1.69%	12
2021 Q1	$2.17M	Hold	17,288	–	–	1.73%	12
2020 Q4	$2.21M	Hold	17,288	–	–	1.79%	11
2020 Q3	$2.19M	Hold	17,288	–	–	1.95%	10
2020 Q2	$2.13M	Hold	17,288	–	–	1.96%	10
2020 Q1	$2.04M	Hold	17,288	–	–	2.05%	11
2019 Q4	$2.02M	Hold	17,288	–	–	1.83%	10
2019 Q3	$2.01M	Buy	17,288 +1,081	+7%	+$125K	2.09%	10
2019 Q2	$1.87M	Hold	16,207	–	–	2.01%	12
2019 Q1	$1.83M	Sell	16,207 -361	-2%	-$40K	1.85%	14
2018 Q4	$1.81M	Hold	16,568	–	–	1.98%	14
2018 Q3	$1.83M	Buy	+16,568	New	+$1.85M	1.85%	14

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunesis Advisors's TIP Position: Q1 2023 in Review

Sunesis Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 17,288 shares — an estimated $1.84M sold.

Sunesis Advisors first reported a position in TIP in Q3 2018 and held it in 18 quarters. The position peaked at $2.23M in Q4 2021. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

Sunesis Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
Sunesis Advisors sold 17,288 iShares TIPS Bond ETF shares in Q1 2023, an estimated $1.84M.
Sunesis Advisors first reported a position in iShares TIPS Bond ETF in Q3 2018 and held it in 18 quarters.
Sunesis Advisors's iShares TIPS Bond ETF position peaked at $2.23M in Q4 2021.
1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Sunesis Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.