NWA
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New World Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

New World 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
-76,737
Closed -$9.82M – 126
2021
Q2 		$9.82M Buy
+76,737
New +$9.75M 6.59% 4
2019
Q2 		– Sell
-70
Closed -$8K – 104
2019
Q1 		$8K Buy
+70
New +$7.76K 0.01% 93

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
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
JP Morgan Chase
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

New World Advisors's TIP Position: Q3 2021 in Review

New World Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2021, closing a stake of 76,737 shares — an estimated $9.82M sold.

New World Advisors first reported a position in TIP in Q1 2019 and held it in 2 quarters. The position peaked at $9.82M in Q2 2021. 1,188 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • New World Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2021 after selling out during the quarter.
  • New World Advisors sold 76,737 iShares TIPS Bond ETF shares in Q3 2021, an estimated $9.82M.
  • New World Advisors first reported a position in iShares TIPS Bond ETF in Q1 2019 and held it in 2 quarters.
  • New World Advisors's iShares TIPS Bond ETF position peaked at $9.82M in Q2 2021.
  • 1,188 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on New World Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.