HFA
TIP icon

HC Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

HC Financial 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
2020
Q3 		– Sell
-31
Closed -$4K – 398
2020
Q2 		$4K Hold
31
– – ﹤0.01% 306
2020
Q1 		$4K Buy
+31
New +$3.65K ﹤0.01% 320

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HC Financial Advisors's TIP Position: Q3 2020 in Review

HC Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2020, closing a stake of 31 shares — an estimated $4K sold.

HC Financial Advisors first reported a position in TIP in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

  • HC Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2020 after selling out during the quarter.
  • HC Financial Advisors sold 31 iShares TIPS Bond ETF shares in Q3 2020, an estimated $4K.
  • HC Financial Advisors first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 2 quarters.
  • HC Financial Advisors's iShares TIPS Bond ETF position peaked at $4K in Q2 2020.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on HC Financial Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.