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

Atlas Private Wealth Management’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 Q2	–	Sell	-113	Closed	-$14K	–	342
2021 Q1	$14K	Sell	113 -6	-5%	-$759	0.01%	284
2020 Q4	$15K	Buy	119 +6	+5%	+$757	0.01%	284
2020 Q3	$14K	Sell	113 -753	-87%	-$94.6K	0.01%	290
2020 Q2	$107K	Buy	866 +116	+15%	+$14.1K	0.09%	149
2020 Q1	$88K	Buy	750 +1	+0.1%	+$118	0.08%	153
2019 Q4	$87K	Buy	+749	New	+$87.1K	0.07%	166

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlas Private Wealth Management's TIP Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2021, closing a stake of 113 shares — an estimated $14K sold.

Atlas Private Wealth Management first reported a position in TIP in Q4 2019 and held it in 6 quarters. The position peaked at $107K in Q2 2020. 1,139 funds tracked by Wall St. Rank hold TIP as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 113 iShares TIPS Bond ETF shares in Q2 2021, an estimated $14K.
Atlas Private Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares TIPS Bond ETF position peaked at $107K in Q2 2020.
1,139 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.