MYCIO Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

MYCIO Wealth Partners’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 Q1	–	Sell	-2,774	Closed	-$323K	–	349
2019 Q4	$323K	Hold	2,774	–	–	0.02%	258
2019 Q3	$323K	Hold	2,774	–	–	0.02%	235
2019 Q2	$320K	Buy	2,774 +425	+18%	+$48.3K	0.03%	229
2019 Q1	$266K	Buy	+2,349	New	+$261K	0.02%	236
2015 Q4	–	Sell	-395	Closed	-$44K	–	819
2015 Q3	$44K	Buy	+395	New	+$44.1K	0.01%	314
2013 Q3	–	Sell	-900	Closed	-$101K	–	563
2013 Q2	$101K	Buy	+900	New	+$107K	0.03%	167

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

MYCIO Wealth Partners's TIP Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 2,774 shares — an estimated $323K sold.

MYCIO Wealth Partners first reported a position in TIP in Q2 2013 and held it in 6 quarters. The position peaked at $323K in Q4 2019. 896 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 2,774 iShares TIPS Bond ETF shares in Q1 2020, an estimated $323K.
MYCIO Wealth Partners first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 6 quarters.
MYCIO Wealth Partners's iShares TIPS Bond ETF position peaked at $323K in Q4 2019.
896 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.