INR Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

INR Advisory Services’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
2019 Q1	$45.3M	Buy	400,740 +11,887	+3%	+$1.32M	5.76%	7
2018 Q4	$42.6M	Buy	388,853 +4,111	+1%	+$449K	6.1%	5
2018 Q3	$42.6M	Buy	384,742 +192,001	+100%	+$21.4M	5.73%	8
2018 Q2	$21.8M	Buy	192,741 +391	+0.2%	+$43.9K	2.99%	9
2018 Q1	$21.7M	Buy	192,350 +6,760	+4%	+$761K	2.99%	9
2017 Q4	$21.2M	Buy	185,590 +15,805	+9%	+$1.8M	2.89%	8
2017 Q3	$19.3M	Buy	169,785 +2,584	+2%	+$294K	2.86%	9
2017 Q2	$19M	Buy	+167,201	New	+$19.1M	2.91%	9

Other funds holding TIP

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

BlackRock New York $6.73T AUM 46.02% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

INR Advisory Services's TIP Position: Q1 2019 in Review

INR Advisory Services increased its iShares TIPS Bond ETF (TIP) stake by 3.1% in Q1 2019, buying an estimated $1.32M and bringing the position to 400,740 shares worth $45.3M. The position accounts for 5.76% of the portfolio, ranked #7.

INR Advisory Services first reported a position in TIP in Q2 2017 and has held it in 8 quarters since. 826 funds tracked by Wall St. Rank hold TIP as of Q1 2019.

INR Advisory Services held 400,740 shares of iShares TIPS Bond ETF worth $45.3M as of Q1 2019.
INR Advisory Services bought 11,887 iShares TIPS Bond ETF shares in Q1 2019, an estimated $1.32M.
iShares TIPS Bond ETF made up 5.76% of INR Advisory Services's portfolio in Q1 2019, its #7 holding.
INR Advisory Services first reported a position in iShares TIPS Bond ETF in Q2 2017 and has held it in 8 quarters since.
826 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.