Asset Planning Services (Pennsylvania)’s iShares TIPS Bond ETF TIP Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-62	Closed	-$7K	–	235
2019 Q3	$7K	Buy	62 +3	+5%	+$348	﹤0.01%	225
2019 Q2	$7K	Buy	59 +1	+2%	+$114	﹤0.01%	217
2019 Q1	$7K	Hold	58	–	–	﹤0.01%	218
2018 Q4	$6K	Hold	58	–	–	﹤0.01%	224
2018 Q3	$6K	Buy	+58	New	+$6.48K	﹤0.01%	225
2018 Q1	–	Sell	-3	Closed	–	–	288
2017 Q4	$0	Buy	+3	New	+$341	﹤0.01%	305
2017 Q3	–	Sell	-2	Closed	-$228	–	313
2017 Q2	$0	Buy	+2	New	+$229	﹤0.01%	312

Other funds holding TIP

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s TIP Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares TIPS Bond ETF (TIP) in Q4 2019, closing a stake of 62 shares — an estimated $7K sold.

Asset Planning Services (Pennsylvania) first reported a position in TIP in Q2 2017 and held it in 7 quarters. The position peaked at $7K in Q3 2019. 926 funds tracked by Wall St. Rank hold TIP as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 62 iShares TIPS Bond ETF shares in Q4 2019, an estimated $7K.
Asset Planning Services (Pennsylvania) first reported a position in iShares TIPS Bond ETF in Q2 2017 and held it in 7 quarters.
Asset Planning Services (Pennsylvania)'s iShares TIPS Bond ETF position peaked at $7K in Q3 2019.
926 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.