BFM
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Boston Financial Management’s iShares TIPS Bond ETF TIP Stock Holding History

Boston Financial 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
2020
Q4 		– Sell
-1,630
Closed -$206K – 238
2020
Q3 		$206K Hold
1,630
– – 0.01% 230
2020
Q2 		$201K Hold
1,630
– – 0.01% 232
2020
Q1 		$192K Buy
+1,630
New +$192K 0.01% 230
2019
Q1 		– Sell
-1,827
Closed -$200K – 267
2018
Q4 		$200K Sell
1,827
-85
-4% -$9.28K 0.01% 245
2018
Q3 		$212K Buy
1,912
+45
+2% +$5.03K 0.01% 284
2018
Q2 		$211K Hold
1,867
– – 0.01% 251
2018
Q1 		$211K Buy
1,867
+100
+6% +$11.3K 0.01% 254
2017
Q4 		$202K Hold
1,767
– – 0.01% 258
2017
Q3 		$201K Hold
1,767
– – 0.01% 254
2017
Q2 		$200K Hold
1,767
– – 0.01% 262
2017
Q1 		$203K Buy
+1,767
New +$201K 0.02% 262

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