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 New York $5.7T 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 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

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