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

Northstar 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
2019 Q3	–	Sell	-3,299	Closed	-$381K	–	185
2019 Q2	$381K	Buy	3,299 +102	+3%	+$11.6K	0.17%	129
2019 Q1	$362K	Sell	3,197 -34	-1%	-$3.77K	0.17%	126
2018 Q4	$354K	Buy	+3,231	New	+$353K	0.19%	125
2018 Q3	–	Sell	-3,256	Closed	-$367K	–	193
2018 Q2	$367K	Buy	3,256 +112	+4%	+$12.6K	0.18%	132
2018 Q1	$355K	Buy	3,144 +506	+19%	+$57K	0.18%	135
2017 Q4	$300K	Buy	2,638 +190	+8%	+$21.6K	0.27%	98
2017 Q3	$277K	Sell	2,448 -1,514	-38%	-$172K	0.27%	97
2017 Q2	$445K	Hold	3,962	–	–	0.41%	78
2017 Q1	$455K	Buy	+3,962	New	+$451K	0.42%	75

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Northstar Wealth Partners's TIP Position: Q3 2019 in Review

Northstar Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 3,299 shares — an estimated $381K sold.

Northstar Wealth Partners first reported a position in TIP in Q1 2017 and held it in 9 quarters. The position peaked at $455K in Q1 2017. 805 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

Northstar Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
Northstar Wealth Partners sold 3,299 iShares TIPS Bond ETF shares in Q3 2019, an estimated $381K.
Northstar Wealth Partners first reported a position in iShares TIPS Bond ETF in Q1 2017 and held it in 9 quarters.
Northstar Wealth Partners's iShares TIPS Bond ETF position peaked at $455K in Q1 2017.
805 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Northstar Wealth Partners's 13F filing for Q3 2019, filed 7 Nov 2019.