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

Atlas Private 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 Q4	–	Sell	-321	Closed	-$41K	–	634
2021 Q3	$41K	Buy	321 +3	+0.9%	+$387	0.02%	252
2021 Q2	$41K	Buy	318 +33	+12%	+$4.19K	0.02%	252
2021 Q1	$36K	Buy	285 +20	+8%	+$2.53K	0.02%	272
2020 Q4	$34K	Buy	265 +125	+89%	+$15.8K	0.02%	267
2020 Q3	$18K	Buy	140 +40	+40%	+$5.03K	0.02%	322
2020 Q2	$12K	Buy	+100	New	+$12.2K	0.01%	387

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Private Wealth Advisors's TIP Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2021, closing a stake of 321 shares — an estimated $41K sold.

Atlas Private Wealth Advisors first reported a position in TIP in Q2 2020 and held it in 6 quarters. The position peaked at $41K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 321 iShares TIPS Bond ETF shares in Q4 2021, an estimated $41K.
Atlas Private Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares TIPS Bond ETF position peaked at $41K in Q3 2021.
1,364 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.