DBRC
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D.B. Root & Company’s iShares TIPS Bond ETF TIP Stock Holding History

D.B. Root & Company’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
-2,357
Closed -$298K – 213
2020
Q3 		$298K Buy
2,357
+418
+22% +$52.5K 0.12% 179
2020
Q2 		$238K Buy
+1,939
New +$236K 0.1% 179

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

D.B. Root & Company's TIP Position: Q4 2020 in Review

D.B. Root & Company sold out of iShares TIPS Bond ETF (TIP) in Q4 2020, closing a stake of 2,357 shares — an estimated $298K sold.

D.B. Root & Company first reported a position in TIP in Q2 2020 and held it in 2 quarters. The position peaked at $298K in Q3 2020. 1,057 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

  • D.B. Root & Company reported no remaining iShares TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
  • D.B. Root & Company sold 2,357 iShares TIPS Bond ETF shares in Q4 2020, an estimated $298K.
  • D.B. Root & Company first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 2 quarters.
  • D.B. Root & Company's iShares TIPS Bond ETF position peaked at $298K in Q3 2020.
  • 1,057 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on D.B. Root & Company's 13F filing for Q4 2020, filed 9 Feb 2021.