JNBA Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

JNBA Financial 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
2023 Q1	–	Sell	-32	Closed	-$3.41K	–	737
2022 Q4	$3.41K	Hold	32	–	–	﹤0.01%	548
2022 Q3	$3K	Buy	+32	New	+$3.62K	﹤0.01%	581
2022 Q1	–	Sell	-48	Closed	-$6K	–	842
2021 Q4	$6K	Buy	+48	New	+$6.19K	﹤0.01%	594
2018 Q4	–	Sell	-2,263	Closed	-$250K	–	715
2018 Q3	$250K	Buy	+2,263	New	+$253K	0.11%	111
2017 Q4	–	Sell	-191	Closed	-$22K	–	488
2017 Q3	$22K	Buy	191 +96	+101%	+$10.9K	﹤0.01%	292
2017 Q2	$11K	Hold	95	–	–	﹤0.01%	349
2017 Q1	$11K	Hold	95	–	–	﹤0.01%	351
2016 Q4	$11K	Sell	95 -762	-89%	-$87K	﹤0.01%	356
2016 Q3	$100K	Buy	+857	New	+$99.5K	0.01%	356
2016 Q2	–	Sell	-100	Closed	-$11K	–	547
2016 Q1	$11K	Buy	+100	New	+$11.2K	﹤0.01%	346
2013 Q4	–	Sell	-1,026	Closed	-$115K	–	450
2013 Q3	$115K	Sell	1,026 -8,321	-89%	-$928K	0.07%	106
2013 Q2	$1.05M	Buy	+9,347	New	+$1.11M	0.72%	26

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

JNBA Financial Advisors's TIP Position: Q1 2023 in Review

JNBA Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 32 shares — an estimated $3.41K sold.

JNBA Financial Advisors first reported a position in TIP in Q2 2013 and held it in 12 quarters. The position peaked at $1.05M in Q2 2013. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

JNBA Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
JNBA Financial Advisors sold 32 iShares TIPS Bond ETF shares in Q1 2023, an estimated $3.41K.
JNBA Financial Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 12 quarters.
JNBA Financial Advisors's iShares TIPS Bond ETF position peaked at $1.05M in Q2 2013.
1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on JNBA Financial Advisors's 13F filing for Q1 2023, filed 2 May 2023.