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O'Brien Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-451
Closed -$50K – 181
2018
Q3 		$50K Buy
+451
New +$50.4K 0.03% 75

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

O'Brien Wealth Partners's TIP Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2018, closing a stake of 451 shares — an estimated $50K sold.

O'Brien Wealth Partners first reported a position in TIP in Q3 2018 and held it in 1 quarter. The position peaked at $50K in Q3 2018. 802 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 451 iShares TIPS Bond ETF shares in Q4 2018, an estimated $50K.
  • O'Brien Wealth Partners first reported a position in iShares TIPS Bond ETF in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's iShares TIPS Bond ETF position peaked at $50K in Q3 2018.
  • 802 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.