IA
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Independence Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Independence 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 		$95K Sell
748
-23
-3% -$2.89K 0.02% 108
2020
Q2 		$95K Sell
771
-86
-10% -$10.5K 0.02% 108
2020
Q1 		$101K Sell
857
-33
-4% -$3.89K 0.03% 91
2019
Q4 		$104K Sell
890
-2,532
-74% -$294K 0.03% 106
2019
Q3 		$398K Buy
+3,422
New +$397K 0.1% 59

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Independence Advisors's TIP Position: Q3 2020 in Review

Independence Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 3% in Q3 2020, selling an estimated $2.89K and leaving 748 shares worth $95K. The position accounts for 0.02% of the portfolio, ranked #108.

Independence Advisors first reported a position in TIP in Q3 2019 and has held it in 5 quarters since. The position peaked at $398K in Q3 2019. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

  • Independence Advisors held 748 shares of iShares TIPS Bond ETF worth $95K as of Q3 2020.
  • Independence Advisors sold 23 iShares TIPS Bond ETF shares in Q3 2020, an estimated $2.89K.
  • iShares TIPS Bond ETF made up 0.02% of Independence Advisors's portfolio in Q3 2020, its #108 holding.
  • Independence Advisors first reported a position in iShares TIPS Bond ETF in Q3 2019 and has held it in 5 quarters since.
  • Independence Advisors's iShares TIPS Bond ETF position peaked at $398K in Q3 2019.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.