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Landaas & Company’s iShares TIPS Bond ETF TIP Stock Holding History

Landaas & Company’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
2019
Q4 		– Sell
-2,842
Closed -$330K – 63
2019
Q3 		$330K Sell
2,842
-102
-3% -$11.8K 0.24% 40
2019
Q2 		$340K Buy
2,944
+262
+10% +$29.8K 0.24% 40
2019
Q1 		$303K Hold
2,682
– – 0.22% 43
2018
Q4 		$294K Hold
2,682
– – 0.24% 45
2018
Q3 		$297K Hold
2,682
– – 0.23% 44
2018
Q2 		$303K Sell
2,682
-18
-0.7% -$2.02K 0.24% 40
2018
Q1 		$305K Buy
2,700
+2,337
+644% +$263K 0.31% 37
2017
Q4 		$41K Buy
363
+59
+19% +$6.71K 0.04% 166
2017
Q3 		$35K Buy
+304
New +$34.6K 0.03% 177

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Landaas & Company's TIP Position: Q4 2019 in Review

Landaas & Company sold out of iShares TIPS Bond ETF (TIP) in Q4 2019, closing a stake of 2,842 shares — an estimated $330K sold.

Landaas & Company first reported a position in TIP in Q3 2017 and held it in 9 quarters. The position peaked at $340K in Q2 2019. 926 funds tracked by Wall St. Rank hold TIP as of Q4 2019.

  • Landaas & Company reported no remaining iShares TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Landaas & Company sold 2,842 iShares TIPS Bond ETF shares in Q4 2019, an estimated $330K.
  • Landaas & Company first reported a position in iShares TIPS Bond ETF in Q3 2017 and held it in 9 quarters.
  • Landaas & Company's iShares TIPS Bond ETF position peaked at $340K in Q2 2019.
  • 926 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2019.

Based on Landaas & Company's 13F filing for Q4 2019, filed 13 Feb 2020.