Emerald Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Emerald Advisors’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 Q1	–	Sell	-3,088	Closed	-$365K	–	108
2019 Q4	$365K	Buy	+3,088	New	+$359K	0.35%	51

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Emerald Advisors's TIP Position: Q1 2020 in Review

Emerald Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 3,088 shares — an estimated $365K sold.

Emerald Advisors first reported a position in TIP in Q4 2019 and held it in 1 quarter. The position peaked at $365K in Q4 2019. 896 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

Emerald Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
Emerald Advisors sold 3,088 iShares TIPS Bond ETF shares in Q1 2020, an estimated $365K.
Emerald Advisors first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 1 quarter.
Emerald Advisors's iShares TIPS Bond ETF position peaked at $365K in Q4 2019.
896 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Emerald Advisors's 13F filing for Q1 2020, filed 14 May 2020.