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

Legacy Financial Strategies’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
2018
Q3 		– Sell
-4,076
Closed -$460K – 82
2018
Q2 		$460K Buy
4,076
+84
+2% +$9.43K 0.41% 50
2018
Q1 		$451K Sell
3,992
-256
-6% -$28.8K 0.44% 42
2017
Q4 		$485K Buy
+4,248
New +$483K 0.52% 32

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Strategies's TIP Position: Q3 2018 in Review

Legacy Financial Strategies sold out of iShares TIPS Bond ETF (TIP) in Q3 2018, closing a stake of 4,076 shares — an estimated $460K sold.

Legacy Financial Strategies first reported a position in TIP in Q4 2017 and held it in 3 quarters. The position peaked at $485K in Q4 2017. 791 funds tracked by Wall St. Rank hold TIP as of Q3 2018.

  • Legacy Financial Strategies reported no remaining iShares TIPS Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 4,076 iShares TIPS Bond ETF shares in Q3 2018, an estimated $460K.
  • Legacy Financial Strategies first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Strategies's iShares TIPS Bond ETF position peaked at $485K in Q4 2017.
  • 791 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.