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Bristlecone Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Bristlecone 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
-1,873
Closed -$237K – 207
2020
Q3 		$237K Sell
1,873
-547
-23% -$68.7K 0.04% 167
2020
Q2 		$298K Sell
2,420
-368
-13% -$44.7K 0.06% 146
2020
Q1 		$329K Buy
2,788
+648
+30% +$76.3K 0.08% 126
2019
Q4 		$249K Buy
+2,140
New +$249K 0.05% 180

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bristlecone Advisors's TIP Position: Q4 2020 in Review

Bristlecone Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2020, closing a stake of 1,873 shares — an estimated $237K sold.

Bristlecone Advisors first reported a position in TIP in Q4 2019 and held it in 4 quarters. The position peaked at $329K in Q1 2020. 1,057 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

  • Bristlecone Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Bristlecone Advisors sold 1,873 iShares TIPS Bond ETF shares in Q4 2020, an estimated $237K.
  • Bristlecone Advisors first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 4 quarters.
  • Bristlecone Advisors's iShares TIPS Bond ETF position peaked at $329K in Q1 2020.
  • 1,057 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on Bristlecone Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.