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Investors Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Investors Financial Group’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
Q4 		– Sell
-1,852
Closed -$234K – 173
2020
Q3 		$234K Sell
1,852
-309
-14% -$38.8K 0.18% 132
2020
Q2 		$266K Sell
2,161
-294
-12% -$35.7K 0.22% 112
2020
Q1 		$289K Sell
2,455
-62
-2% -$7.3K 0.29% 90
2019
Q4 		$293K Buy
+2,517
New +$293K 0.24% 99

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Investors Financial Group's TIP Position: Q4 2020 in Review

Investors Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2020, closing a stake of 1,852 shares — an estimated $234K sold.

Investors Financial Group first reported a position in TIP in Q4 2019 and held it in 4 quarters. The position peaked at $293K in Q4 2019. 1,057 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

  • Investors Financial Group reported no remaining iShares TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Investors Financial Group sold 1,852 iShares TIPS Bond ETF shares in Q4 2020, an estimated $234K.
  • Investors Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 4 quarters.
  • Investors Financial Group's iShares TIPS Bond ETF position peaked at $293K in Q4 2019.
  • 1,057 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on Investors Financial Group's 13F filing for Q4 2020, filed 19 Jan 2021.