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Legacy Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Legacy Advisors’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
-1,624
Closed -$207K – 125
2020
Q4 		$207K Hold
1,624
– – 0.12% 107
2020
Q3 		$205K Hold
1,624
– – 0.14% 100
2020
Q2 		$200K Buy
+1,624
New +$197K 0.16% 97
2019
Q4 		– Sell
-1,805
Closed -$210K – 136
2019
Q3 		$210K Buy
1,805
+19
+1% +$2.21K 0.16% 102
2019
Q2 		$206K Sell
1,786
-1,832
-51% -$208K 0.14% 107
2019
Q1 		$410K Buy
+3,618
New +$401K 0.13% 114

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Advisors's TIP Position: Q1 2021 in Review

Legacy Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2021, closing a stake of 1,624 shares — an estimated $207K sold.

Legacy Advisors first reported a position in TIP in Q1 2019 and held it in 6 quarters. The position peaked at $410K in Q1 2019. 1,094 funds tracked by Wall St. Rank hold TIP as of Q1 2021.

  • Legacy Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Legacy Advisors sold 1,624 iShares TIPS Bond ETF shares in Q1 2021, an estimated $207K.
  • Legacy Advisors first reported a position in iShares TIPS Bond ETF in Q1 2019 and held it in 6 quarters.
  • Legacy Advisors's iShares TIPS Bond ETF position peaked at $410K in Q1 2019.
  • 1,094 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2021.

Based on Legacy Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.