Burt Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-919	Closed	-$117K	–	332
2020 Q4	$117K	Hold	919	–	–	0.04%	121
2020 Q3	$116K	Buy	919 +400	+77%	+$50.2K	0.04%	116
2020 Q2	$64K	Sell	519 -23	-4%	-$2.8K	0.03%	157
2020 Q1	$64K	Hold	542	–	–	0.03%	147
2019 Q4	$63K	Hold	542	–	–	0.02%	159
2019 Q3	$63K	Buy	542 +23	+4%	+$2.67K	0.03%	156
2019 Q2	$60K	Hold	519	–	–	0.03%	157
2019 Q1	$59K	Sell	519 -650	-56%	-$72.1K	0.03%	165
2018 Q4	$128K	Hold	1,169	–	–	0.06%	107
2018 Q3	$129K	Buy	1,169 +650	+125%	+$72.6K	0.06%	118
2018 Q2	$59K	Hold	519	–	–	0.03%	165
2018 Q1	$59K	Hold	519	–	–	0.03%	164
2017 Q4	$59K	Hold	519	–	–	0.04%	166
2017 Q3	$59K	Hold	519	–	–	0.04%	163
2017 Q2	$58K	Hold	519	–	–	0.04%	170
2017 Q1	$60K	Sell	519 -808	-61%	-$92.1K	0.04%	150
2016 Q4	$150K	Buy	1,327 +405	+44%	+$46.2K	0.13%	84
2016 Q3	$107K	Hold	922	–	–	0.11%	97
2016 Q2	$107K	Hold	922	–	–	0.12%	95
2016 Q1	$106K	Sell	922 -87	-9%	-$9.72K	0.1%	101
2015 Q4	$110K	Buy	1,009 +87	+9%	+$9.61K	0.09%	97
2015 Q3	$102K	Hold	922	–	–	0.13%	91
2015 Q2	$113K	Hold	922	–	–	0.12%	98
2015 Q1	$105K	Hold	922	–	–	0.11%	90
2014 Q4	$113K	Buy	+922	New	+$104K	0.12%	94

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Burt Wealth Advisors's TIP Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2021, closing a stake of 919 shares — an estimated $117K sold.

Burt Wealth Advisors first reported a position in TIP in Q4 2014 and held it in 25 quarters. The position peaked at $150K in Q4 2016. 1,096 funds tracked by Wall St. Rank hold TIP as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 919 iShares TIPS Bond ETF shares in Q1 2021, an estimated $117K.
Burt Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's iShares TIPS Bond ETF position peaked at $150K in Q4 2016.
1,096 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.