First Command Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

First Command Advisory Services’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
2024 Q3	–	Sell	-75	Closed	-$8.01K	–	554
2024 Q2	$8.01K	Buy	+75	New	+$7.97K	﹤0.01%	368
2023 Q4	–	Sell	-43	Closed	-$4.46K	–	511
2023 Q3	$4.46K	Buy	+43	New	+$4.55K	﹤0.01%	377
2022 Q2	–	Sell	-17	Closed	–	–	137
2022 Q1	$0	Buy	+17	New	+$2.14K	﹤0.01%	116
2021 Q1	–	Sell	-102	Closed	–	–	68
2020 Q4	$0	Buy	+102	New	+$12.9K	﹤0.01%	83
2020 Q2	–	Sell	-20	Closed	-$2K	–	38
2020 Q1	$2K	Buy	20 +12	+150%	+$1.41K	﹤0.01%	15
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	19
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	19
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	37
2019 Q1	$1K	Sell	8 -11	-58%	-$1.22K	﹤0.01%	19
2018 Q4	$1K	Buy	19 +11	+138%	+$1.2K	﹤0.01%	22
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	20
2018 Q2	$1K	Sell	8 -10	-56%	-$1.12K	﹤0.01%	18
2018 Q1	$1K	Buy	18 +10	+125%	+$1.13K	﹤0.01%	26
2017 Q4	$1K	Buy	+8	New	+$910	﹤0.01%	39

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

First Command Advisory Services's TIP Position: Q3 2024 in Review

First Command Advisory Services sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 75 shares — an estimated $8.01K sold.

First Command Advisory Services first reported a position in TIP in Q4 2017 and held it in 14 quarters. The position peaked at $8.01K in Q2 2024. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

First Command Advisory Services reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 75 iShares TIPS Bond ETF shares in Q3 2024, an estimated $8.01K.
First Command Advisory Services first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 14 quarters.
First Command Advisory Services's iShares TIPS Bond ETF position peaked at $8.01K in Q2 2024.
959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.