TA
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Tectonic Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Tectonic 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
-1,753
Closed -$187K – 264
2022
Q4 		$187K Sell
1,753
-23
-1% -$2.46K 0.03% 232
2022
Q3 		$186K Sell
1,776
-1,457
-45% -$165K 0.03% 183
2022
Q2 		$368K Hold
3,233
– – 0.07% 146
2022
Q1 		$403K Buy
3,233
+23
+0.7% +$2.89K 0.07% 142
2021
Q4 		$415K Hold
3,210
– – 0.07% 137
2021
Q3 		$410K Sell
3,210
-400
-11% -$51.6K 0.08% 134
2021
Q2 		$462K Sell
3,610
-80
-2% -$10.2K 0.1% 114
2021
Q1 		$463K Hold
3,690
– – 0.12% 105
2020
Q4 		$471K Buy
+3,690
New +$465K 0.13% 104

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

Tectonic Advisors's TIP Position: Q1 2023 in Review

Tectonic Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 1,753 shares — an estimated $187K sold.

Tectonic Advisors first reported a position in TIP in Q4 2020 and held it in 9 quarters. The position peaked at $471K in Q4 2020. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Tectonic Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Tectonic Advisors sold 1,753 iShares TIPS Bond ETF shares in Q1 2023, an estimated $187K.
  • Tectonic Advisors first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 9 quarters.
  • Tectonic Advisors's iShares TIPS Bond ETF position peaked at $471K in Q4 2020.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Tectonic Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.