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 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

Boston Financial Management's TIP Position: Q4 2020 in Review

Boston Financial Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2020, closing a stake of 1,630 shares — an estimated $206K sold.

Boston Financial Management first reported a position in TIP in Q1 2017 and held it in 11 quarters. The position peaked at $212K in Q3 2018. 1,057 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

Boston Financial Management reported no remaining iShares TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
Boston Financial Management sold 1,630 iShares TIPS Bond ETF shares in Q4 2020, an estimated $206K.
Boston Financial Management first reported a position in iShares TIPS Bond ETF in Q1 2017 and held it in 11 quarters.
Boston Financial Management's iShares TIPS Bond ETF position peaked at $212K in Q3 2018.
1,057 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on Boston Financial Management's 13F filing for Q4 2020, filed 10 Feb 2021.