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Cornerstone Advisors (Washington)’s iShares TIPS Bond ETF TIP Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q1 		– Sell
-24
Closed -$3K – 1391
2018
Q4 		$3K Hold
24
– – ﹤0.01% 848
2018
Q3 		$3K Buy
+24
New +$2.68K ﹤0.01% 844
2016
Q1 		– Sell
-685
Closed -$75K – 937
2015
Q4 		$75K Buy
+685
New +$75.7K 0.08% 138
2015
Q2 		– Sell
-3,340
Closed -$379K – 787
2015
Q1 		$379K Hold
3,340
– – 0.29% 58
2014
Q4 		$374K Hold
3,340
– – 0.27% 62
2014
Q3 		$374K Hold
3,340
– – 0.31% 25
2014
Q2 		$385K Buy
+3,340
New +$380K 0.36% 29

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return