NR
TIP icon

Newfound Research’s iShares TIPS Bond ETF TIP Stock Holding History

Newfound Research’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
Q2 		– Sell
-6
Closed -$1K – 179
2020
Q1 		$1K Hold
6
– – ﹤0.01% 83
2019
Q4 		$1K Hold
6
– – ﹤0.01% 130
2019
Q3 		$1K Hold
6
– – ﹤0.01% 141
2019
Q2 		$1K Hold
6
– – ﹤0.01% 142
2019
Q1 		$1K Hold
6
– – ﹤0.01% 139
2018
Q4 		$1K Hold
6
– – ﹤0.01% 122
2018
Q3 		$1K Hold
6
– – ﹤0.01% 165
2018
Q2 		$1K Sell
6
-2
-25% -$224 ﹤0.01% 152
2018
Q1 		$1K Hold
8
– – ﹤0.01% 147
2017
Q4 		$1K Sell
8
-1
-11% -$114 ﹤0.01% 162
2017
Q3 		$1K Sell
9
-2
-18% -$228 ﹤0.01% 158
2017
Q2 		$1K Hold
11
– – ﹤0.01% 156
2017
Q1 		$1K Buy
+11
New +$1.25K ﹤0.01% 151

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Newfound Research's TIP Position: Q2 2020 in Review

Newfound Research sold out of iShares TIPS Bond ETF (TIP) in Q2 2020, closing a stake of 6 shares — an estimated $1K sold.

Newfound Research first reported a position in TIP in Q1 2017 and held it in 13 quarters. The position peaked at $1K in Q1 2020. 921 funds tracked by Wall St. Rank hold TIP as of Q2 2020.

  • Newfound Research reported no remaining iShares TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 6 iShares TIPS Bond ETF shares in Q2 2020, an estimated $1K.
  • Newfound Research first reported a position in iShares TIPS Bond ETF in Q1 2017 and held it in 13 quarters.
  • Newfound Research's iShares TIPS Bond ETF position peaked at $1K in Q1 2020.
  • 921 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.