Harbour Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Harbour Capital 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
2022 Q4	–	Sell	-6,622	Closed	-$695K	–	252
2022 Q3	$695K	Sell	6,622 -375	-5%	-$42.5K	0.24%	102
2022 Q2	$797K	Buy	6,997 +1,403	+25%	+$166K	0.26%	95
2022 Q1	$697K	Buy	+5,594	New	+$704K	0.19%	119
2017 Q2	–	Sell	-430	Closed	-$49.3K	–	547
2017 Q1	$49.3K	Buy	+430	New	+$49K	0.02%	388
2014 Q4	–	Sell	-1,875	Closed	-$210K	–	213
2014 Q3	$210K	Buy	+1,875	New	+$214K	0.17%	164
2014 Q2	–	Sell	-2,075	Closed	-$233K	–	191
2014 Q1	$233K	Sell	2,075 -175	-8%	-$19.6K	0.22%	142
2013 Q4	$247K	Sell	2,250 -110	-5%	-$12.3K	0.22%	146
2013 Q3	$266K	Sell	2,360 -100	-4%	-$11.2K	0.29%	137
2013 Q2	$276K	Buy	+2,460	New	+$291K	0.35%	114

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

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

Harbour Capital Advisors's TIP Position: Q4 2022 in Review

Harbour Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 6,622 shares — an estimated $695K sold.

Harbour Capital Advisors first reported a position in TIP in Q2 2013 and held it in 9 quarters. The position peaked at $797K in Q2 2022. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

Harbour Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
Harbour Capital Advisors sold 6,622 iShares TIPS Bond ETF shares in Q4 2022, an estimated $695K.
Harbour Capital Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 9 quarters.
Harbour Capital Advisors's iShares TIPS Bond ETF position peaked at $797K in Q2 2022.
1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Harbour Capital Advisors's 13F filing for Q4 2022, filed 13 Jan 2023.