JOYN Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

JOYN 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
2018 Q3	–	Sell	-16	Closed	-$2K	–	1883
2018 Q2	$2K	Sell	16 -118	-88%	-$13.2K	﹤0.01%	1461
2018 Q1	$15K	Buy	+134	New	+$15.1K	﹤0.01%	719
2014 Q1	–	Sell	-900	Closed	-$99K	–	55
2013 Q4	$99K	Buy	+900	New	+$100K	0.05%	35
2013 Q2	–	Hold	0	–	–	–	32

Other funds holding TIP

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

JOYN Advisors's TIP Position: Q3 2018 in Review

JOYN Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2018, closing a stake of 16 shares — an estimated $2K sold.

JOYN Advisors first reported a position in TIP in Q4 2013 and held it in 3 quarters. The position peaked at $99K in Q4 2013. 791 funds tracked by Wall St. Rank hold TIP as of Q3 2018.

JOYN Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2018 after selling out during the quarter.
JOYN Advisors sold 16 iShares TIPS Bond ETF shares in Q3 2018, an estimated $2K.
JOYN Advisors first reported a position in iShares TIPS Bond ETF in Q4 2013 and held it in 3 quarters.
JOYN Advisors's iShares TIPS Bond ETF position peaked at $99K in Q4 2013.
791 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.