Ingalls & Snyder LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Ingalls & Snyder LLC’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	-5,782	Closed	-$674K	–	442
2019 Q4	$674K	Hold	5,782	–	–	0.04%	240
2019 Q3	$672K	Hold	5,782	–	–	0.03%	259
2019 Q2	$668K	Sell	5,782 -687	-11%	-$78.1K	0.03%	261
2019 Q1	$731K	Sell	6,469 -700	-10%	-$77.6K	0.03%	245
2018 Q4	$785K	Sell	7,169 -123	-2%	-$13.4K	0.04%	233
2018 Q3	$807K	Buy	7,292 +80	+1%	+$8.94K	0.03%	254
2018 Q2	$814K	Buy	7,212 +858	+14%	+$96.3K	0.04%	230
2018 Q1	$718K	Buy	6,354 +430	+7%	+$48.4K	0.04%	237
2017 Q4	$676K	Buy	5,924 +1,300	+28%	+$148K	0.03%	251
2017 Q3	$525K	Hold	4,624	–	–	0.03%	241
2017 Q2	$525K	Sell	4,624 -450	-9%	-$51.4K	0.03%	234
2017 Q1	$582K	Buy	+5,074	New	+$578K	0.03%	242

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ingalls & Snyder LLC's TIP Position: Q1 2020 in Review

Ingalls & Snyder LLC sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 5,782 shares — an estimated $674K sold.

Ingalls & Snyder LLC first reported a position in TIP in Q1 2017 and held it in 12 quarters. The position peaked at $814K in Q2 2018. 896 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

Ingalls & Snyder LLC reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
Ingalls & Snyder LLC sold 5,782 iShares TIPS Bond ETF shares in Q1 2020, an estimated $674K.
Ingalls & Snyder LLC first reported a position in iShares TIPS Bond ETF in Q1 2017 and held it in 12 quarters.
Ingalls & Snyder LLC's iShares TIPS Bond ETF position peaked at $814K in Q2 2018.
896 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2020, filed 22 Apr 2020.