Clear Harbor Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Clear Harbor Asset 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	-3	Closed	-$380	–	680
2020 Q3	$380	Buy	+3	New	+$377	﹤0.01%	781
2020 Q1	–	Sell	-3	Closed	-$350	–	635
2019 Q4	$350	Buy	+3	New	+$349	﹤0.01%	784
2014 Q3	–	Sell	-648	Closed	-$75K	–	239
2014 Q2	$75K	Buy	+648	New	+$73.8K	0.02%	216

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

Clear Harbor Asset Management's TIP Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2020, closing a stake of 3 shares — an estimated $380 sold.

Clear Harbor Asset Management first reported a position in TIP in Q2 2014 and held it in 3 quarters. The position peaked at $75K in Q2 2014. 1,057 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

Clear Harbor Asset Management reported no remaining iShares TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 3 iShares TIPS Bond ETF shares in Q4 2020, an estimated $380.
Clear Harbor Asset Management first reported a position in iShares TIPS Bond ETF in Q2 2014 and held it in 3 quarters.
Clear Harbor Asset Management's iShares TIPS Bond ETF position peaked at $75K in Q2 2014.
1,057 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.