Beacon Pointe Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Beacon Pointe 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
2019 Q4	$335K	Sell	2,883 -2,120	-42%	-$246K	0.06%	203
2019 Q3	$583K	Buy	5,003 +2,993	+149%	+$347K	0.12%	144
2019 Q2	$233K	Buy	2,010 +5	+0.2%	+$569	0.05%	242
2019 Q1	$227K	Sell	2,005 -383	-16%	-$42.5K	0.05%	236
2018 Q4	$263K	Buy	+2,388	New	+$261K	0.09%	186

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

Beacon Pointe Wealth Advisors's TIP Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 42% in Q4 2019, selling an estimated $246K and leaving 2,883 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #203.

Beacon Pointe Wealth Advisors first reported a position in TIP in Q4 2018 and has held it in 5 quarters since. The position peaked at $583K in Q3 2019. 926 funds tracked by Wall St. Rank hold TIP as of Q4 2019.

Beacon Pointe Wealth Advisors held 2,883 shares of iShares TIPS Bond ETF worth $335K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 2,120 iShares TIPS Bond ETF shares in Q4 2019, an estimated $246K.
iShares TIPS Bond ETF made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #203 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's iShares TIPS Bond ETF position peaked at $583K in Q3 2019.
926 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.