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

Legacy Financial 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
2019
Q2 		– Sell
-334
Closed -$38K – 824
2019
Q1 		$38K Buy
+334
New +$37K 0.01% 322
2018
Q1 		– Sell
-129
Closed -$14K – 900
2017
Q4 		$14K Buy
+129
New +$14.7K 0.01% 421

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Financial Advisors's TIP Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2019, closing a stake of 334 shares — an estimated $38K sold.

Legacy Financial Advisors first reported a position in TIP in Q4 2017 and held it in 2 quarters. The position peaked at $38K in Q1 2019. 817 funds tracked by Wall St. Rank hold TIP as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 334 iShares TIPS Bond ETF shares in Q2 2019, an estimated $38K.
  • Legacy Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Advisors's iShares TIPS Bond ETF position peaked at $38K in Q1 2019.
  • 817 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.