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Heritage Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Heritage Wealth 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
Q1 		– Sell
-132
Closed -$15.4K – 573
2019
Q4 		$15.4K Buy
132
+1
+0.8% +$116 ﹤0.01% 393
2019
Q3 		$15K Hold
131
– – ﹤0.01% 366
2019
Q2 		$15.1K Buy
+131
New +$14.9K ﹤0.01% 360

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Advisors's TIP Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 132 shares — an estimated $15.4K sold.

Heritage Wealth Advisors first reported a position in TIP in Q2 2019 and held it in 3 quarters. The position peaked at $15.4K in Q4 2019. 895 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 132 iShares TIPS Bond ETF shares in Q1 2020, an estimated $15.4K.
  • Heritage Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2019 and held it in 3 quarters.
  • Heritage Wealth Advisors's iShares TIPS Bond ETF position peaked at $15.4K in Q4 2019.
  • 895 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.