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Lee Financial Group Hawaii’s iShares TIPS Bond ETF TIP Stock Holding History

Lee Financial Group Hawaii’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
-31,350
Closed -$4M – 41
2020
Q4 		$4M Buy
+31,350
New +$3.95M 3.37% 13

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lee Financial Group Hawaii's TIP Position: Q1 2021 in Review

Lee Financial Group Hawaii sold out of iShares TIPS Bond ETF (TIP) in Q1 2021, closing a stake of 31,350 shares — an estimated $4M sold.

Lee Financial Group Hawaii first reported a position in TIP in Q4 2020 and held it in 1 quarter. The position peaked at $4M in Q4 2020. 1,096 funds tracked by Wall St. Rank hold TIP as of Q1 2021.

  • Lee Financial Group Hawaii reported no remaining iShares TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 31,350 iShares TIPS Bond ETF shares in Q1 2021, an estimated $4M.
  • Lee Financial Group Hawaii first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 1 quarter.
  • Lee Financial Group Hawaii's iShares TIPS Bond ETF position peaked at $4M in Q4 2020.
  • 1,096 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2021, filed 10 May 2021.