WA
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Waddell & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Waddell & Associates’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
-3,249
Closed -$420K – 138
2021
Q4 		$420K Buy
3,249
+41
+1% +$5.29K 0.07% 78
2021
Q3 		$410K Buy
+3,208
New +$414K 0.07% 72

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

Waddell & Associates's TIP Position: Q1 2022 in Review

Waddell & Associates sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 3,249 shares — an estimated $420K sold.

Waddell & Associates first reported a position in TIP in Q3 2021 and held it in 2 quarters. The position peaked at $420K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Waddell & Associates reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Waddell & Associates sold 3,249 iShares TIPS Bond ETF shares in Q1 2022, an estimated $420K.
  • Waddell & Associates first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 2 quarters.
  • Waddell & Associates's iShares TIPS Bond ETF position peaked at $420K in Q4 2021.
  • 1,342 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Waddell & Associates's 13F filing for Q1 2022, filed 21 Apr 2022.