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Voya Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Voya Financial 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
2021
Q2 		– Sell
-29,333
Closed -$3.68M – 576
2021
Q1 		$3.68M Sell
29,333
-2,529
-8% -$320K 0.15% 124
2020
Q4 		$4.06M Buy
31,862
+6,462
+25% +$815K 0.17% 97
2020
Q3 		$3.22M Sell
25,400
-2,178
-8% -$274K 0.16% 94
2020
Q2 		$3.4M Sell
27,578
-2,107
-7% -$256K 0.18% 90
2020
Q1 		$3.51M Sell
29,685
-10,961
-27% -$1.29M 0.19% 83
2019
Q4 		$4.74M Sell
40,646
-281
-0.7% -$32.7K 0.23% 81
2019
Q3 		$4.75M Buy
40,927
+6,820
+20% +$792K 0.26% 76
2019
Q2 		$3.94M Sell
34,107
-44
-0.1% -$5K 0.21% 93
2019
Q1 		$3.85M Sell
34,151
-1,177
-3% -$131K 0.22% 92
2018
Q4 		$3.87M Buy
35,328
+2,636
+8% +$288K 0.26% 83
2018
Q3 		$3.62M Sell
32,692
-9,822
-23% -$1.1M 0.21% 93
2018
Q2 		$4.8M Buy
42,514
+885
+2% +$99.3K 0.31% 67
2018
Q1 		$4.7M Buy
41,629
+4,117
+11% +$463K 0.31% 67
2017
Q4 		$4.27M Buy
37,512
+1,714
+5% +$195K 0.27% 77
2017
Q3 		$4.08M Buy
35,798
+3,881
+12% +$442K 0.27% 78
2017
Q2 		$3.63M Sell
31,917
-4,530
-12% -$518K 0.26% 84
2017
Q1 		$4.18M Buy
36,447
+17,056
+88% +$1.94M 0.32% 65
2016
Q4 		$2.19M Buy
19,391
+7,903
+69% +$902K 0.19% 105
2016
Q3 		$1.34M Buy
11,488
+2,071
+22% +$240K 0.14% 127
2016
Q2 		$1.1M Sell
9,417
-5,260
-36% -$604K 0.13% 131
2016
Q1 		$1.68M Sell
14,677
-3,226
-18% -$360K 0.23% 79
2015
Q4 		$1.96M Buy
17,903
+4,258
+31% +$471K 0.29% 65
2015
Q3 		$1.51M Buy
13,645
+5,283
+63% +$589K 0.27% 68
2015
Q2 		$939K Buy
8,362
+3,439
+70% +$389K 0.17% 104
2015
Q1 		$558K Buy
+4,923
New +$558K 0.11% 165

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Voya Financial Advisors's TIP Position: Q2 2021 in Review

Voya Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2021, closing a stake of 29,333 shares — an estimated $3.68M sold.

Voya Financial Advisors first reported a position in TIP in Q1 2015 and held it in 25 quarters. The position peaked at $4.8M in Q2 2018. 1,139 funds tracked by Wall St. Rank hold TIP as of Q2 2021.

  • Voya Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 29,333 iShares TIPS Bond ETF shares in Q2 2021, an estimated $3.68M.
  • Voya Financial Advisors first reported a position in iShares TIPS Bond ETF in Q1 2015 and held it in 25 quarters.
  • Voya Financial Advisors's iShares TIPS Bond ETF position peaked at $4.8M in Q2 2018.
  • 1,139 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.