Kistler-Tiffany Companies’s iShares TIPS Bond ETF TIP Stock Holding History

Kistler-Tiffany Companies’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
2021 Q1	–	Sell	-1,185	Closed	-$151K	–	692
2020 Q4	$151K	Buy	1,185 +1,000	+541%	+$126K	0.04%	181
2020 Q3	$23K	Hold	185	–	–	0.01%	375
2020 Q2	$23K	Buy	+185	New	+$22.5K	0.01%	347
2018 Q1	–	Sell	-100	Closed	-$11K	–	583
2017 Q4	$11K	Buy	+100	New	+$11.4K	﹤0.01%	429
2016 Q3	–	Sell	-202	Closed	-$24K	–	692
2016 Q2	$24K	Buy	+202	New	+$23.2K	0.01%	340
2015 Q2	–	Sell	-162	Closed	-$18K	–	635
2015 Q1	$18K	Buy	162 +67	+71%	+$7.6K	0.01%	387
2014 Q4	$11K	Buy	95 +10	+12%	+$1.13K	0.01%	432
2014 Q3	$10K	Sell	85 -183	-68%	-$20.9K	0.01%	450
2014 Q2	$31K	Hold	268	–	–	0.02%	307
2014 Q1	$30K	Hold	268	–	–	0.02%	300
2013 Q4	$29K	Hold	268	–	–	0.02%	302
2013 Q3	$30K	Sell	268 -1,195	-82%	-$133K	0.02%	293
2013 Q2	$164K	Buy	+1,463	New	+$173K	0.14%	101

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

PCA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kistler-Tiffany Companies's TIP Position: Q1 2021 in Review

Kistler-Tiffany Companies sold out of iShares TIPS Bond ETF (TIP) in Q1 2021, closing a stake of 1,185 shares — an estimated $151K sold.

Kistler-Tiffany Companies first reported a position in TIP in Q2 2013 and held it in 13 quarters. The position peaked at $164K in Q2 2013. 1,096 funds tracked by Wall St. Rank hold TIP as of Q1 2021.

Kistler-Tiffany Companies reported no remaining iShares TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
Kistler-Tiffany Companies sold 1,185 iShares TIPS Bond ETF shares in Q1 2021, an estimated $151K.
Kistler-Tiffany Companies first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 13 quarters.
Kistler-Tiffany Companies's iShares TIPS Bond ETF position peaked at $164K in Q2 2013.
1,096 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2021.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2021, filed 7 May 2021.