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Juncture Wealth Strategies’s iShares TIPS Bond ETF TIP Stock Holding History

Juncture Wealth Strategies’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
-1,625
Closed -$206K – 111
2020
Q3 		$206K Sell
1,625
-40
-2% -$5.03K 0.14% 99
2020
Q2 		$205K Buy
+1,665
New +$202K 0.15% 98
2020
Q1 		– Sell
-1,723
Closed -$201K – 99
2019
Q4 		$201K Sell
1,723
-125
-7% -$14.5K 0.16% 97
2019
Q3 		$215K Sell
1,848
-557
-23% -$64.7K 0.19% 95
2019
Q2 		$278K Sell
2,405
-1,531
-39% -$174K 0.22% 98
2019
Q1 		$445K Sell
3,936
-1,000
-20% -$111K 0.34% 82
2018
Q4 		$541K Sell
4,936
-1,189
-19% -$130K 0.37% 59
2018
Q3 		$678K Sell
6,125
-226
-4% -$25.2K 0.35% 65
2018
Q2 		$717K Sell
6,351
-338
-5% -$37.9K 0.38% 60
2018
Q1 		$756K Buy
6,689
+208
+3% +$23.4K 0.42% 57
2017
Q4 		$739K Buy
6,481
+1,220
+23% +$139K 0.42% 62
2017
Q3 		$598K Buy
5,261
+859
+20% +$97.8K 0.34% 63
2017
Q2 		$499K Buy
4,402
+640
+17% +$73.1K 0.29% 69
2017
Q1 		$431K Buy
3,762
+1,237
+49% +$141K 0.26% 69
2016
Q4 		$286K Buy
2,525
+730
+41% +$83.4K 0.2% 76
2016
Q3 		$209K Buy
+1,795
New +$208K 0.14% 78

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

Juncture Wealth Strategies's TIP Position: Q4 2020 in Review

Juncture Wealth Strategies sold out of iShares TIPS Bond ETF (TIP) in Q4 2020, closing a stake of 1,625 shares — an estimated $206K sold.

Juncture Wealth Strategies first reported a position in TIP in Q3 2016 and held it in 16 quarters. The position peaked at $756K in Q1 2018. 1,057 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

  • Juncture Wealth Strategies reported no remaining iShares TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Juncture Wealth Strategies sold 1,625 iShares TIPS Bond ETF shares in Q4 2020, an estimated $206K.
  • Juncture Wealth Strategies first reported a position in iShares TIPS Bond ETF in Q3 2016 and held it in 16 quarters.
  • Juncture Wealth Strategies's iShares TIPS Bond ETF position peaked at $756K in Q1 2018.
  • 1,057 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on Juncture Wealth Strategies's 13F filing for Q4 2020, filed 25 Jan 2021.