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Toews Corporation’s iShares TIPS Bond ETF TIP Stock Holding History

Toews Corporation’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
-112,800
Closed -$14.6M – 121
2021
Q4 		$14.6M Buy
112,800
+68,000
+152% +$8.77M 2.36% 5
2021
Q3 		$5.72M Sell
44,800
-86,312
-66% -$11.1M 0.73% 11
2021
Q2 		$16.8M Buy
+131,112
New +$16.7M 2.52% 5
2021
Q1 		– Sell
-125,695
Closed -$16M – 122
2020
Q4 		$16M Sell
125,695
-132,015
-51% -$16.7M 2.44% 6
2020
Q3 		$32.6M Buy
257,710
+135,739
+111% +$17.1M 9.88% 2
2020
Q2 		$15M Buy
121,971
+74,071
+155% +$9.01M 3.87% 5
2020
Q1 		$5.65M Sell
47,900
-87,565
-65% -$10.3M 5.15% 2
2019
Q4 		$15.8M Buy
+135,465
New +$15.7M 2.91% 5
2019
Q3 		– Sell
-132,291
Closed -$15.3M – 13
2019
Q2 		$15.3M Sell
132,291
-1,400
-1% -$159K 1.96% 5
2019
Q1 		$15.1M Sell
133,691
-5,300
-4% -$588K 1.4% 3
2018
Q4 		$15.2M Buy
+138,991
New +$15.2M 6.61% 2
2018
Q3 		– Sell
-190,832
Closed -$21.5M – 94
2018
Q2 		$21.5M Buy
190,832
+46,831
+33% +$5.26M 5.1% 5
2018
Q1 		$16.3M Sell
144,001
-81,700
-36% -$9.2M 5.27% 2
2017
Q4 		$25.7M Sell
225,701
-2,200
-1% -$250K 8.29% 3
2017
Q3 		$25.9M Sell
227,901
-2,600
-1% -$296K 6.78% 5
2017
Q2 		$26.1M Buy
230,501
+1,200
+0.5% +$137K 7.26% 5
2017
Q1 		$26.3M Buy
+229,301
New +$26.1M 10.57% 3
2016
Q4 		– Sell
-193,400
Closed -$22.5M – 12
2016
Q3 		$22.5M Buy
+193,400
New +$22.4M 20.35% 3

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Toews Corporation's TIP Position: Q1 2022 in Review

Toews Corporation sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 112,800 shares — an estimated $14.6M sold.

Toews Corporation first reported a position in TIP in Q3 2016 and held it in 18 quarters. The position peaked at $32.6M in Q3 2020. 1,342 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Toews Corporation reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Toews Corporation sold 112,800 iShares TIPS Bond ETF shares in Q1 2022, an estimated $14.6M.
  • Toews Corporation first reported a position in iShares TIPS Bond ETF in Q3 2016 and held it in 18 quarters.
  • Toews Corporation's iShares TIPS Bond ETF position peaked at $32.6M in Q3 2020.
  • 1,342 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Toews Corporation's 13F filing for Q1 2022, filed 29 Apr 2022.