Karp Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Karp Capital Management’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 Q3	–	Sell	-3,385	Closed	-$416K	–	101
2020 Q2	$416K	Buy	3,385 +175	+5%	+$21.3K	0.12%	72
2020 Q1	$379K	Sell	3,210 -6,660	-67%	-$785K	0.12%	76
2019 Q4	$1.15M	Buy	+9,870	New	+$1.15M	0.3%	72
2019 Q1	–	Sell	-575	Closed	-$63K	–	345
2018 Q4	$63K	Sell	575 -28,246	-98%	-$3.08M	0.03%	129
2018 Q3	$3.19M	Buy	28,821 +12,703	+79%	+$1.42M	1.1%	36
2018 Q2	$1.82M	Buy	16,118 +5,880	+57%	+$660K	0.72%	56
2018 Q1	$1.16M	Buy	10,238 +4,638	+83%	+$522K	0.47%	67
2017 Q4	$639K	Buy	5,600 +2,030	+57%	+$231K	0.27%	87
2017 Q3	$405K	Buy	+3,570	New	+$406K	0.19%	92
2015 Q3	–	Sell	-5,083	Closed	-$570K	–	385
2015 Q2	$570K	Hold	5,083	–	–	0.38%	62
2015 Q1	$577K	Buy	5,083 +575	+13%	+$65.2K	0.39%	60
2014 Q4	$505K	Buy	+4,508	New	+$509K	0.37%	66

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Karp Capital Management's TIP Position: Q3 2020 in Review

Karp Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2020, closing a stake of 3,385 shares — an estimated $416K sold.

Karp Capital Management first reported a position in TIP in Q4 2014 and held it in 12 quarters. The position peaked at $3.19M in Q3 2018. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

Karp Capital Management reported no remaining iShares TIPS Bond ETF position as of Q3 2020 after selling out during the quarter.
Karp Capital Management sold 3,385 iShares TIPS Bond ETF shares in Q3 2020, an estimated $416K.
Karp Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2014 and held it in 12 quarters.
Karp Capital Management's iShares TIPS Bond ETF position peaked at $3.19M in Q3 2018.
959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on Karp Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.