Human Investing’s iShares TIPS Bond ETF TIP Stock Holding History

Human Investing’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 Q4	–	Sell	-307	Closed	-$39K	–	329
2020 Q3	$39K	Hold	307	–	–	0.01%	162
2020 Q2	$38K	Buy	+307	New	+$37.3K	0.01%	162

Other funds holding TIP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Human Investing's TIP Position: Q4 2020 in Review

Human Investing sold out of iShares TIPS Bond ETF (TIP) in Q4 2020, closing a stake of 307 shares — an estimated $39K sold.

Human Investing first reported a position in TIP in Q2 2020 and held it in 2 quarters. The position peaked at $39K in Q3 2020. 1,057 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

Human Investing reported no remaining iShares TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
Human Investing sold 307 iShares TIPS Bond ETF shares in Q4 2020, an estimated $39K.
Human Investing first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 2 quarters.
Human Investing's iShares TIPS Bond ETF position peaked at $39K in Q3 2020.
1,057 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on Human Investing's 13F filing for Q4 2020, filed 4 Feb 2021.