AIS
TIP icon

Accurate Investment Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-1,717
Closed -$203K – 355
2020
Q1 		$203K Buy
+1,717
New +$202K 0.16% 84
2018
Q3 		– Sell
-3
Closed – – 504
2018
Q2 		$0 Hold
3
– – ﹤0.01% 535
2018
Q1 		$0 Hold
3
– – ﹤0.01% 530
2017
Q4 		$0 Hold
3
– – ﹤0.01% 527
2017
Q3 		$0 Buy
+3
New +$342 ﹤0.01% 533

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Accurate Investment Solutions's TIP Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares TIPS Bond ETF (TIP) in Q2 2020, closing a stake of 1,717 shares — an estimated $203K sold.

Accurate Investment Solutions first reported a position in TIP in Q3 2017 and held it in 5 quarters. The position peaked at $203K in Q1 2020. 921 funds tracked by Wall St. Rank hold TIP as of Q2 2020.

  • Accurate Investment Solutions reported no remaining iShares TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 1,717 iShares TIPS Bond ETF shares in Q2 2020, an estimated $203K.
  • Accurate Investment Solutions first reported a position in iShares TIPS Bond ETF in Q3 2017 and held it in 5 quarters.
  • Accurate Investment Solutions's iShares TIPS Bond ETF position peaked at $203K in Q1 2020.
  • 921 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.