FM
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Family Management’s iShares TIPS Bond ETF TIP Stock Holding History

Family Management’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
Q4 		– Sell
-11
Closed -$1K – 210
2019
Q3 		$1K Hold
11
– – ﹤0.01% 186
2019
Q2 		$1K Buy
+11
New +$1.25K ﹤0.01% 178

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Family Management's TIP Position: Q4 2019 in Review

Family Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2019, closing a stake of 11 shares — an estimated $1K sold.

Family Management first reported a position in TIP in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 926 funds tracked by Wall St. Rank hold TIP as of Q4 2019.

  • Family Management reported no remaining iShares TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Family Management sold 11 iShares TIPS Bond ETF shares in Q4 2019, an estimated $1K.
  • Family Management first reported a position in iShares TIPS Bond ETF in Q2 2019 and held it in 2 quarters.
  • Family Management's iShares TIPS Bond ETF position peaked at $1K in Q3 2019.
  • 926 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2019.

Based on Family Management's 13F filing for Q4 2019, filed 11 Feb 2020.