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GoalVest Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

GoalVest Advisory’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
Q2 		$71K Buy
+553
New +$70.3K 0.04% 138

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GoalVest Advisory's TIP Position: Q2 2021 in Review

GoalVest Advisory opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2021: 553 shares worth $71K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings.

1,138 funds tracked by Wall St. Rank hold TIP as of Q2 2021.

  • GoalVest Advisory held 553 shares of iShares TIPS Bond ETF worth $71K as of Q2 2021.
  • iShares TIPS Bond ETF was a new GoalVest Advisory position in Q2 2021.
  • iShares TIPS Bond ETF made up 0.04% of GoalVest Advisory's portfolio in Q2 2021, its #138 holding.
  • 1,138 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.