AmeriServ Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

AmeriServ Wealth Advisors’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 Q1	–	Sell	-9,085	Closed	-$1.16M	–	69
2020 Q4	$1.16M	Buy	+9,085	New	+$1.15M	1.14%	21
2019 Q3	$349K	Sell	3,004 -16,550	-85%	-$1.92M	0.47%	39
2019 Q2	$2.26M	Buy	19,554 +12,404	+173%	+$1.41M	2.95%	5
2019 Q1	$808K	Buy	7,150 +2,000	+39%	+$222K	1.69%	18
2018 Q4	$564K	Buy	+5,150	New	+$562K	1.43%	26

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AmeriServ Wealth Advisors's TIP Position: Q1 2021 in Review

AmeriServ Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2021, closing a stake of 9,085 shares — an estimated $1.16M sold.

AmeriServ Wealth Advisors first reported a position in TIP in Q4 2018 and held it in 5 quarters. The position peaked at $2.26M in Q2 2019. 1,094 funds tracked by Wall St. Rank hold TIP as of Q1 2021.

AmeriServ Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
AmeriServ Wealth Advisors sold 9,085 iShares TIPS Bond ETF shares in Q1 2021, an estimated $1.16M.
AmeriServ Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 5 quarters.
AmeriServ Wealth Advisors's iShares TIPS Bond ETF position peaked at $2.26M in Q2 2019.
1,094 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2021.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2021, filed 4 May 2021.