ZC
TIP icon

Zeit Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Zeit Capital’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
Q1 		– Sell
-100
Closed -$10.6K – 33
2022
Q4 		$10.6K Hold
100
– – 0.01% 31
2022
Q3 		$10K Hold
100
– – 0.01% 27
2022
Q2 		$11K Hold
100
– – 0.01% 27
2022
Q1 		$12K Hold
100
– – 0.01% 27
2021
Q4 		$13K Hold
100
– – 0.01% 28
2021
Q3 		$13K Hold
100
– – 0.01% 28
2021
Q2 		$13K Sell
100
-15
-13% -$1.91K 0.01% 29
2021
Q1 		$14K Hold
115
– – 0.01% 30
2020
Q4 		$14K Buy
+115
New +$14.5K 0.01% 30

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Zeit Capital's TIP Position: Q1 2023 in Review

Zeit Capital sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 100 shares — an estimated $10.6K sold.

Zeit Capital first reported a position in TIP in Q4 2020 and held it in 9 quarters. The position peaked at $14K in Q1 2021. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Zeit Capital reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zeit Capital sold 100 iShares TIPS Bond ETF shares in Q1 2023, an estimated $10.6K.
  • Zeit Capital first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 9 quarters.
  • Zeit Capital's iShares TIPS Bond ETF position peaked at $14K in Q1 2021.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Zeit Capital's 13F filing for Q1 2023, filed 9 May 2023.