Beaumont Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Beaumont Financial 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
2020 Q4	–	Sell	-3,121	Closed	-$395K	–	356
2020 Q3	$395K	Buy	3,121 +574	+23%	+$72.1K	0.04%	219
2020 Q2	$313K	Buy	+2,547	New	+$310K	0.03%	228
2018 Q2	–	Sell	-4,531	Closed	-$512K	–	225
2018 Q1	$512K	Buy	4,531 +2,187	+93%	+$246K	0.06%	135
2017 Q4	$267K	Buy	+2,344	New	+$267K	0.03%	160
2017 Q2	–	Sell	-2,657	Closed	-$304K	–	192
2017 Q1	$304K	Buy	+2,657	New	+$303K	0.04%	145
2016 Q2	–	Sell	-46,490	Closed	-$5.33M	–	157
2016 Q1	$5.33M	Buy	+46,490	New	+$5.19M	0.87%	44

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

PCA

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

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

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

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

Beaumont Financial Advisors's TIP Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2020, closing a stake of 3,121 shares — an estimated $395K sold.

Beaumont Financial Advisors first reported a position in TIP in Q1 2016 and held it in 6 quarters. The position peaked at $5.33M in Q1 2016. 1,057 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

Beaumont Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
Beaumont Financial Advisors sold 3,121 iShares TIPS Bond ETF shares in Q4 2020, an estimated $395K.
Beaumont Financial Advisors first reported a position in iShares TIPS Bond ETF in Q1 2016 and held it in 6 quarters.
Beaumont Financial Advisors's iShares TIPS Bond ETF position peaked at $5.33M in Q1 2016.
1,057 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.