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

IAM 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 Q3	–	Sell	-11,095	Closed	-$1.42M	–	100
2021 Q2	$1.42M	Buy	+11,095	New	+$1.41M	0.19%	28

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

IAM Advisory's TIP Position: Q3 2021 in Review

IAM Advisory sold out of iShares TIPS Bond ETF (TIP) in Q3 2021, closing a stake of 11,095 shares — an estimated $1.42M sold.

IAM Advisory first reported a position in TIP in Q2 2021 and held it in 1 quarter. The position peaked at $1.42M in Q2 2021. 1,189 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

IAM Advisory reported no remaining iShares TIPS Bond ETF position as of Q3 2021 after selling out during the quarter.
IAM Advisory sold 11,095 iShares TIPS Bond ETF shares in Q3 2021, an estimated $1.42M.
IAM Advisory first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 1 quarter.
IAM Advisory's iShares TIPS Bond ETF position peaked at $1.42M in Q2 2021.
1,189 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.