LYV
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Live Your Vision’s iShares TIPS Bond ETF TIP Stock Holding History

Live Your Vision’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
Q1 		$39K Sell
353
-3,575
-91% -$397K 0.01% 137
2018
Q4 		$433K Buy
3,928
+1,617
+70% +$177K 0.15% 56
2018
Q3 		$256K Sell
2,311
-350
-13% -$39.1K 0.08% 59
2018
Q2 		$300K Buy
2,661
+44
+2% +$4.94K 0.1% 54
2018
Q1 		$295K Sell
2,617
-237
-8% -$26.7K 0.1% 57
2017
Q4 		$323K Sell
2,854
-31
-1% -$3.52K 0.11% 58
2017
Q3 		$328K Buy
2,885
+11
+0.4% +$1.25K 0.12% 55
2017
Q2 		$326K Sell
2,874
-1,455
-34% -$166K 0.12% 53
2017
Q1 		$496K Buy
4,329
+473
+12% +$53.9K 0.19% 48
2016
Q4 		$436K Sell
3,856
-103
-3% -$11.8K 0.19% 49
2016
Q3 		$461K Buy
3,959
+692
+21% +$80.3K 0.2% 43
2016
Q2 		$381K Buy
3,267
+891
+38% +$102K 0.17% 47
2016
Q1 		$272K Buy
2,376
+84
+4% +$9.38K 0.13% 55
2015
Q4 		$251K Sell
2,292
-429
-16% -$47.4K 0.12% 62
2015
Q3 		$301K Buy
2,721
+321
+13% +$35.8K 0.14% 56
2015
Q2 		$268K Buy
2,400
+304
+15% +$34.4K 0.12% 55
2015
Q1 		$238K Buy
2,096
+154
+8% +$17.5K 0.11% 54
2014
Q4 		$219K Sell
1,942
-5
-0.3% -$565 0.11% 50
2014
Q3 		$222K Buy
1,947
+204
+12% +$23.3K 0.12% 43
2014
Q2 		$201K Sell
1,743
-105
-6% -$12K 0.11% 40
2014
Q1 		$207K Buy
+1,848
New +$207K 0.11% 40

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Live Your Vision's TIP Position: Q1 2019 in Review

Live Your Vision reduced its iShares TIPS Bond ETF (TIP) stake by 91% in Q1 2019, selling an estimated $397K and leaving 353 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #137.

Live Your Vision first reported a position in TIP in Q1 2014 and has held it in 21 quarters since. The position peaked at $496K in Q1 2017. 825 funds tracked by Wall St. Rank hold TIP as of Q1 2019.

  • Live Your Vision held 353 shares of iShares TIPS Bond ETF worth $39K as of Q1 2019.
  • Live Your Vision sold 3,575 iShares TIPS Bond ETF shares in Q1 2019, an estimated $397K.
  • iShares TIPS Bond ETF made up 0.01% of Live Your Vision's portfolio in Q1 2019, its #137 holding.
  • Live Your Vision first reported a position in iShares TIPS Bond ETF in Q1 2014 and has held it in 21 quarters since.
  • Live Your Vision's iShares TIPS Bond ETF position peaked at $496K in Q1 2017.
  • 825 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.