NNP
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Nachman Norwood & Parrott’s iShares TIPS Bond ETF TIP Stock Holding History

Nachman Norwood & Parrott’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
Q2 		$322K Hold
2,518
– – 0.03% 232
2021
Q1 		$316K Buy
2,518
+205
+9% +$25.9K 0.03% 223
2020
Q4 		$295K Buy
2,313
+322
+16% +$40.6K 0.03% 217
2020
Q3 		$252K Buy
+1,991
New +$250K 0.03% 218

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nachman Norwood & Parrott's TIP Position: Q2 2021 in Review

Nachman Norwood & Parrott held its iShares TIPS Bond ETF (TIP) position steady in Q2 2021 at 2,518 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #232.

Nachman Norwood & Parrott first reported a position in TIP in Q3 2020 and has held it in 4 quarters since. 1,138 funds tracked by Wall St. Rank hold TIP as of Q2 2021.

  • Nachman Norwood & Parrott held 2,518 shares of iShares TIPS Bond ETF worth $322K as of Q2 2021.
  • Nachman Norwood & Parrott left its iShares TIPS Bond ETF share count unchanged in Q2 2021.
  • iShares TIPS Bond ETF made up 0.03% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #232 holding.
  • Nachman Norwood & Parrott first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 4 quarters since.
  • 1,138 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.