First National Bank of South Miami’s iShares TIPS Bond ETF TIP Stock Holding History

First National Bank of South Miami’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	-400	Closed	-$47K	–	300
2019 Q3	$47K	Hold	400	–	–	0.04%	177
2019 Q2	$46K	Sell	400 -95	-19%	-$10.8K	0.04%	183
2019 Q1	$56K	Hold	495	–	–	0.05%	173
2018 Q4	$55K	Buy	+495	New	+$54K	0.05%	176

Other funds holding TIP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

First National Bank of South Miami's TIP Position: Q4 2019 in Review

First National Bank of South Miami sold out of iShares TIPS Bond ETF (TIP) in Q4 2019, closing a stake of 400 shares — an estimated $47K sold.

First National Bank of South Miami first reported a position in TIP in Q4 2018 and held it in 4 quarters. The position peaked at $56K in Q1 2019. 927 funds tracked by Wall St. Rank hold TIP as of Q4 2019.

First National Bank of South Miami reported no remaining iShares TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
First National Bank of South Miami sold 400 iShares TIPS Bond ETF shares in Q4 2019, an estimated $47K.
First National Bank of South Miami first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 4 quarters.
First National Bank of South Miami's iShares TIPS Bond ETF position peaked at $56K in Q1 2019.
927 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2019.

Based on First National Bank of South Miami's 13F filing for Q4 2019, filed 12 Feb 2020.