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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Cornerstone Advisors (Washington)'s TIP Position: Q1 2019 in Review

Cornerstone Advisors (Washington) sold out of iShares TIPS Bond ETF (TIP) in Q1 2019, closing a stake of 24 shares — an estimated $3K sold.

Cornerstone Advisors (Washington) first reported a position in TIP in Q2 2014 and held it in 7 quarters. The position peaked at $385K in Q2 2014. 826 funds tracked by Wall St. Rank hold TIP as of Q1 2019.

Cornerstone Advisors (Washington) reported no remaining iShares TIPS Bond ETF position as of Q1 2019 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 24 iShares TIPS Bond ETF shares in Q1 2019, an estimated $3K.
Cornerstone Advisors (Washington) first reported a position in iShares TIPS Bond ETF in Q2 2014 and held it in 7 quarters.
Cornerstone Advisors (Washington)'s iShares TIPS Bond ETF position peaked at $385K in Q2 2014.
826 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2019, filed 2 May 2019.