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Arden Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Arden Trust’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
Q3 		– Sell
-2,716
Closed -$334K – 322
2020
Q2 		$334K Hold
2,716
– – 0.06% 233
2020
Q1 		$320K Sell
2,716
-351
-11% -$41.3K 0.06% 227
2019
Q4 		$358K Sell
3,067
-868
-22% -$101K 0.06% 250
2019
Q3 		$458K Sell
3,935
-523
-12% -$60.7K 0.07% 229
2019
Q2 		$515K Sell
4,458
-1,517
-25% -$173K 0.09% 211
2019
Q1 		$675K Buy
5,975
+78
+1% +$8.65K 0.11% 186
2018
Q4 		$646K Buy
5,897
+2,576
+78% +$281K 0.12% 177
2018
Q3 		$367K Buy
+3,321
New +$371K 0.06% 273
2015
Q1 		– Sell
-11,605
Closed -$1.3M – 472
2014
Q4 		$1.3M Sell
11,605
-54
-0.5% -$6.1K 0.18% 116
2014
Q3 		$1.31M Sell
11,659
-161
-1% -$18.4K 0.18% 115
2014
Q2 		$1.36M Sell
11,820
-203
-2% -$23.1K 0.19% 107
2014
Q1 		$1.35M Sell
12,023
-3
-0% -$336 0.17% 113
2013
Q4 		$1.32M Buy
12,026
+640
+6% +$71.5K 0.16% 114
2013
Q3 		$1.28M Sell
11,386
-40
-0.4% -$4.46K 0.16% 108
2013
Q2 		$1.28M Buy
+11,426
New +$1.35M 0.16% 118

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Arden Trust's TIP Position: Q3 2020 in Review

Arden Trust sold out of iShares TIPS Bond ETF (TIP) in Q3 2020, closing a stake of 2,716 shares — an estimated $334K sold.

Arden Trust first reported a position in TIP in Q2 2013 and held it in 15 quarters. The position peaked at $1.36M in Q2 2014. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

  • Arden Trust reported no remaining iShares TIPS Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Arden Trust sold 2,716 iShares TIPS Bond ETF shares in Q3 2020, an estimated $334K.
  • Arden Trust first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 15 quarters.
  • Arden Trust's iShares TIPS Bond ETF position peaked at $1.36M in Q2 2014.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on Arden Trust's 13F filing for Q3 2020, filed 15 Oct 2020.