IP
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Investment Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Investment Partners’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
Q3 		– Sell
-2,216
Closed -$256K – 154
2019
Q2 		$256K Buy
2,216
+11
+0.5% +$1.25K 0.18% 121
2019
Q1 		$249K Sell
2,205
-2,545
-54% -$282K 0.18% 121
2018
Q4 		$520K Buy
+4,750
New +$519K 0.44% 63
2018
Q1 		– Sell
-1,876
Closed -$214K – 160
2017
Q4 		$214K Buy
1,876
+3
+0.2% +$341 0.16% 143
2017
Q3 		$213K Buy
1,873
+3
+0.2% +$342 0.18% 112
2017
Q2 		$212K Buy
+1,870
New +$214K 0.19% 111
2015
Q2 		– Sell
-1,468
Closed -$168K – 137
2015
Q1 		$168K Buy
+1,468
New +$166K 0.18% 93

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Investment Partners's TIP Position: Q3 2019 in Review

Investment Partners sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 2,216 shares — an estimated $256K sold.

Investment Partners first reported a position in TIP in Q1 2015 and held it in 7 quarters. The position peaked at $520K in Q4 2018. 804 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

  • Investment Partners reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Investment Partners sold 2,216 iShares TIPS Bond ETF shares in Q3 2019, an estimated $256K.
  • Investment Partners first reported a position in iShares TIPS Bond ETF in Q1 2015 and held it in 7 quarters.
  • Investment Partners's iShares TIPS Bond ETF position peaked at $520K in Q4 2018.
  • 804 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Investment Partners's 13F filing for Q3 2019, filed 17 Oct 2019.