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TIP icon

AdvicePeriod’s iShares TIPS Bond ETF TIP Stock Holding History

AdvicePeriod’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 		$933K Buy
7,286
+1,042
+17% +$132K 0.06% 69
2021
Q1 		$784K Buy
6,244
+1,632
+35% +$207K 0.06% 65
2020
Q4 		$589K Buy
4,612
+899
+24% +$113K 0.05% 68
2020
Q3 		$470K Buy
3,713
+924
+33% +$116K 0.04% 68
2020
Q2 		$343K Buy
2,789
+498
+22% +$60.5K 0.04% 67
2020
Q1 		$270K Buy
2,291
+436
+24% +$51.4K 0.03% 85
2019
Q4 		$222K Buy
1,855
+171
+10% +$19.9K 0.02% 90
2019
Q3 		$201K Sell
1,684
-2,017
-54% -$234K 0.02% 87
2019
Q2 		$433K Buy
3,701
+466
+14% +$53K 0.04% 73
2019
Q1 		$369K Buy
3,235
+27
+0.8% +$3K 0.04% 73
2018
Q4 		$354K Buy
3,208
+652
+26% +$71.2K 0.04% 73
2018
Q3 		$285K Sell
2,556
-277
-10% -$30.9K 0.03% 79
2018
Q2 		$320K Buy
2,833
+70
+3% +$7.86K 0.05% 60
2018
Q1 		$312K Buy
2,763
+470
+20% +$52.9K 0.05% 65
2017
Q4 		$262K Buy
+2,293
New +$261K 0.05% 65

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AdvicePeriod's TIP Position: Q2 2021 in Review

AdvicePeriod increased its iShares TIPS Bond ETF (TIP) stake by 17% in Q2 2021, buying an estimated $132K and bringing the position to 7,286 shares worth $933K. The position accounts for 0.06% of the portfolio, ranked #69.

AdvicePeriod first reported a position in TIP in Q4 2017 and has held it in 15 quarters since. 1,138 funds tracked by Wall St. Rank hold TIP as of Q2 2021.

  • AdvicePeriod held 7,286 shares of iShares TIPS Bond ETF worth $933K as of Q2 2021.
  • AdvicePeriod bought 1,042 iShares TIPS Bond ETF shares in Q2 2021, an estimated $132K.
  • iShares TIPS Bond ETF made up 0.06% of AdvicePeriod's portfolio in Q2 2021, its #69 holding.
  • AdvicePeriod first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 15 quarters since.
  • 1,138 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.