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

LifePlan Financial Group’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
Q3 		$3K Hold
23
– – ﹤0.01% 517
2020
Q2 		$3K Hold
23
– – ﹤0.01% 520
2020
Q1 		$3K Hold
23
– – ﹤0.01% 498
2019
Q4 		$3K Hold
23
– – ﹤0.01% 504
2019
Q3 		$3K Sell
23
-77
-77% -$8.94K ﹤0.01% 500
2019
Q2 		$12K Sell
100
-173
-63% -$19.7K 0.01% 394
2019
Q1 		$31K Sell
273
-3,213
-92% -$356K 0.02% 298
2018
Q4 		$382K Hold
3,486
– – 0.24% 70
2018
Q3 		$386K Hold
3,486
– – 0.21% 80
2018
Q2 		$393K Sell
3,486
-90
-3% -$10.1K 0.22% 75
2018
Q1 		$404K Sell
3,576
-428
-11% -$48.2K 0.24% 71
2017
Q4 		$455K Hold
4,004
– – 0.29% 65
2017
Q3 		$455K Sell
4,004
-679
-14% -$77.3K 0.29% 65
2017
Q2 		$531K Sell
4,683
-21,856
-82% -$2.5M 0.36% 57
2017
Q1 		$3.04M Buy
26,539
+13,166
+98% +$1.5M 2.11% 17
2016
Q4 		$1.51M Buy
13,373
+8,431
+171% +$963K 1.06% 33
2016
Q3 		$576K Buy
4,942
+1,360
+38% +$158K 0.4% 52
2016
Q2 		$418K Hold
3,582
– – 0.29% 62
2016
Q1 		$411K Buy
3,582
+75
+2% +$8.38K 0.29% 56
2015
Q4 		$385K Hold
3,507
– – 0.27% 59
2015
Q3 		$388K Hold
3,507
– – 0.28% 60
2015
Q2 		$393K Hold
3,507
– – 0.26% 66
2015
Q1 		$398K Sell
3,507
-169
-5% -$19.2K 0.26% 46
2014
Q4 		$412K Sell
3,676
-85
-2% -$9.6K 0.27% 43
2014
Q3 		$421K Buy
3,761
+75
+2% +$8.58K 0.36% 43
2014
Q2 		$425K Sell
3,686
-156
-4% -$17.8K 0.3% 43
2014
Q1 		$431K Hold
3,842
– – 0.34% 41
2013
Q4 		$422K Sell
3,842
-757
-16% -$84.5K 0.29% 43
2013
Q3 		$518K Sell
4,599
-120
-3% -$13.4K 0.42% 28
2013
Q2 		$529K Buy
+4,719
New +$558K 0.59% 27

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

LifePlan Financial Group's TIP Position: Q3 2020 in Review

LifePlan Financial Group held its iShares TIPS Bond ETF (TIP) position steady in Q3 2020 at 23 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

LifePlan Financial Group first reported a position in TIP in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.04M in Q1 2017. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

  • LifePlan Financial Group held 23 shares of iShares TIPS Bond ETF worth $3K as of Q3 2020.
  • LifePlan Financial Group left its iShares TIPS Bond ETF share count unchanged in Q3 2020.
  • iShares TIPS Bond ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #517 holding.
  • LifePlan Financial Group first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's iShares TIPS Bond ETF position peaked at $3.04M in Q1 2017.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.