Leicht Financial Planning & Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Leicht Financial Planning & Wealth Management’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
2020 Q2	–	Sell	-3,269	Closed	-$386K	–	54
2020 Q1	$386K	Sell	3,269 -12,408	-79%	-$1.46M	0.37%	39
2019 Q4	$1.83M	Sell	15,677 -19,417	-55%	-$2.26M	1.66%	22
2019 Q3	$4.08M	Buy	35,094 +24,503	+231%	+$2.84M	3.9%	12
2019 Q2	$1.22M	Buy	+10,591	New	+$1.2M	1.2%	25

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's TIP Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2020, closing a stake of 3,269 shares — an estimated $386K sold.

Leicht Financial Planning & Wealth Management first reported a position in TIP in Q2 2019 and held it in 4 quarters. The position peaked at $4.08M in Q3 2019. 921 funds tracked by Wall St. Rank hold TIP as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 3,269 iShares TIPS Bond ETF shares in Q2 2020, an estimated $386K.
Leicht Financial Planning & Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2019 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's iShares TIPS Bond ETF position peaked at $4.08M in Q3 2019.
921 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.