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Novak Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Novak Financial Planning’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 		$693K Sell
5,414
-196
-3% -$24.9K 0.34% 76
2021
Q1 		$704K Sell
5,610
-39
-0.7% -$4.94K 0.39% 71
2020
Q4 		$721K Buy
+5,649
New +$713K 0.42% 66

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

Novak Financial Planning's TIP Position: Q2 2021 in Review

Novak Financial Planning reduced its iShares TIPS Bond ETF (TIP) stake by 3.5% in Q2 2021, selling an estimated $24.9K and leaving 5,414 shares worth $693K. The position accounts for 0.34% of the portfolio, ranked #76.

Novak Financial Planning first reported a position in TIP in Q4 2020 and has held it in 3 quarters since. The position peaked at $721K in Q4 2020. 1,137 funds tracked by Wall St. Rank hold TIP as of Q2 2021.

  • Novak Financial Planning held 5,414 shares of iShares TIPS Bond ETF worth $693K as of Q2 2021.
  • Novak Financial Planning sold 196 iShares TIPS Bond ETF shares in Q2 2021, an estimated $24.9K.
  • iShares TIPS Bond ETF made up 0.34% of Novak Financial Planning's portfolio in Q2 2021, its #76 holding.
  • Novak Financial Planning first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's iShares TIPS Bond ETF position peaked at $721K in Q4 2020.
  • 1,137 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.