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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 – 649
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return