VRM
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Vectors Research Management’s iShares TIPS Bond ETF TIP Stock Holding History

Vectors Research Management’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
Q3 		– Sell
-23,873
Closed -$2.57M – 137
2023
Q2 		$2.57M Sell
23,873
-4,089
-15% -$445K 0.73% 33
2023
Q1 		$3.08M Buy
27,962
+839
+3% +$90.8K 0.79% 30
2022
Q4 		$2.89M Buy
27,123
+983
+4% +$105K 0.75% 36
2022
Q3 		$2.74M Buy
26,140
+6,120
+31% +$693K 0.78% 34
2022
Q2 		$2.28M Buy
20,020
+608
+3% +$72.1K 0.58% 42
2022
Q1 		$2.42M Buy
19,412
+955
+5% +$120K 0.53% 42
2021
Q4 		$2.38M Buy
18,457
+16,956
+1,130% +$2.19M 0.5% 50
2021
Q3 		$192K Buy
1,501
+1,259
+520% +$162K 0.05% 156
2021
Q2 		$31K Buy
242
+83
+52% +$10.5K 0.01% 275
2021
Q1 		$20K Hold
159
– – 0.01% 285
2020
Q4 		$20K Buy
+159
New +$20.1K 0.01% 270
2020
Q2 		– Sell
-361
Closed -$43K – 512
2020
Q1 		$43K Sell
361
-113
-24% -$13.3K 0.02% 170
2019
Q4 		$55K Buy
474
+266
+128% +$30.9K 0.02% 173
2019
Q3 		$24K Hold
208
– – 0.01% 214
2019
Q2 		$24K Hold
208
– – 0.01% 209
2019
Q1 		$24K Buy
208
+105
+102% +$11.6K 0.01% 206
2018
Q4 		$11K Sell
103
-99
-49% -$10.8K 0.01% 415
2018
Q3 		$23K Buy
+202
New +$22.6K 0.01% 236

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Vectors Research Management's TIP Position: Q3 2023 in Review

Vectors Research Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 23,873 shares — an estimated $2.57M sold.

Vectors Research Management first reported a position in TIP in Q3 2018 and held it in 18 quarters. The position peaked at $3.08M in Q1 2023. 1,100 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Vectors Research Management reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Vectors Research Management sold 23,873 iShares TIPS Bond ETF shares in Q3 2023, an estimated $2.57M.
  • Vectors Research Management first reported a position in iShares TIPS Bond ETF in Q3 2018 and held it in 18 quarters.
  • Vectors Research Management's iShares TIPS Bond ETF position peaked at $3.08M in Q1 2023.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Vectors Research Management's 13F filing for Q3 2023, filed 9 Nov 2023.