Cascadia Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Cascadia Advisory Services’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 Q3	$473K	Buy	+3,704	New	+$478K	0.1%	187

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cascadia Advisory Services's TIP Position: Q3 2021 in Review

Cascadia Advisory Services opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2021: 3,704 shares worth $473K. The stake represents 0.1% of the portfolio and ranks #187 among its holdings.

1,188 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

Cascadia Advisory Services held 3,704 shares of iShares TIPS Bond ETF worth $473K as of Q3 2021.
iShares TIPS Bond ETF was a new Cascadia Advisory Services position in Q3 2021.
iShares TIPS Bond ETF made up 0.1% of Cascadia Advisory Services's portfolio in Q3 2021, its #187 holding.
1,188 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.