Diversified’s iShares TIPS Bond ETF TIP Stock Holding History

Diversified’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 Q1	–	Sell	-291	Closed	-$37K	–	308
2020 Q4	$37K	Buy	+291	New	+$36.7K	0.03%	202

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Diversified's TIP Position: Q1 2021 in Review

Diversified sold out of iShares TIPS Bond ETF (TIP) in Q1 2021, closing a stake of 291 shares — an estimated $37K sold.

Diversified first reported a position in TIP in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 1,096 funds tracked by Wall St. Rank hold TIP as of Q1 2021.

Diversified reported no remaining iShares TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
Diversified sold 291 iShares TIPS Bond ETF shares in Q1 2021, an estimated $37K.
Diversified first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 1 quarter.
Diversified's iShares TIPS Bond ETF position peaked at $37K in Q4 2020.
1,096 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.