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Whitegate Investment Counselors’s iShares TIPS Bond ETF TIP Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-4,765
Closed -$608K – 197
2021
Q3 		$608K Sell
4,765
-25
-0.5% -$3.22K 0.09% 146
2021
Q2 		$613K Hold
4,790
– – 0.09% 149
2021
Q1 		$601K Hold
4,790
– – 0.09% 142
2020
Q4 		$611K Buy
4,790
+40
+0.8% +$5.04K 0.1% 137
2020
Q3 		$601K Buy
4,750
+335
+8% +$42.1K 0.11% 134
2020
Q2 		$543K Buy
4,415
+275
+7% +$33.4K 0.11% 136
2020
Q1 		$488K Sell
4,140
-875
-17% -$103K 0.12% 129
2019
Q4 		$585K Buy
5,015
+225
+5% +$26.2K 0.11% 140
2019
Q3 		$557K Buy
4,790
+265
+6% +$30.8K 0.11% 133
2019
Q2 		$523K Hold
4,525
– – 0.11% 133
2019
Q1 		$512K Buy
4,525
+149
+3% +$16.5K 0.11% 132
2018
Q4 		$479K Buy
4,376
+1,325
+43% +$145K 0.11% 132
2018
Q3 		$338K Buy
3,051
+1,100
+56% +$123K 0.07% 151
2018
Q2 		$220K Hold
1,951
– – 0.05% 178
2018
Q1 		$221K Hold
1,951
– – 0.05% 176
2017
Q4 		$223K Buy
+1,951
New +$222K 0.05% 173

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $666B AUM 30.12% 1-Year Est. Return

Whitegate Investment Counselors's TIP Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of iShares TIPS Bond ETF (TIP) in Q4 2021, closing a stake of 4,765 shares — an estimated $608K sold.

Whitegate Investment Counselors first reported a position in TIP in Q4 2017 and held it in 16 quarters. The position peaked at $613K in Q2 2021. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining iShares TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 4,765 iShares TIPS Bond ETF shares in Q4 2021, an estimated $608K.
  • Whitegate Investment Counselors first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 16 quarters.
  • Whitegate Investment Counselors's iShares TIPS Bond ETF position peaked at $613K in Q2 2021.
  • 1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.