BFA
TIP icon

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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return