Lion Street Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Lion Street 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 Q3	–	Sell	-30	Closed	-$3.84K	–	179
2021 Q2	$3.84K	Buy	+30	New	+$3.81K	0.14%	55
2020 Q4	–	Sell	-2,838	Closed	-$358K	–	52
2020 Q3	$358K	Buy	+2,838	New	+$357K	0.73%	33
2020 Q2	–	Sell	-612	Closed	-$72K	–	370
2020 Q1	$72K	Buy	+612	New	+$72.1K	0.39%	39

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Lion Street Advisors's TIP Position: Q3 2021 in Review

Lion Street Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2021, closing a stake of 30 shares — an estimated $3.84K sold.

Lion Street Advisors first reported a position in TIP in Q1 2020 and held it in 3 quarters. The position peaked at $358K in Q3 2020. 1,189 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

Lion Street Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2021 after selling out during the quarter.
Lion Street Advisors sold 30 iShares TIPS Bond ETF shares in Q3 2021, an estimated $3.84K.
Lion Street Advisors first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 3 quarters.
Lion Street Advisors's iShares TIPS Bond ETF position peaked at $358K in Q3 2020.
1,189 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Lion Street Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.