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Paces Ferry Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-98
Closed -$12K – 1006
2020
Q3 		$12K Buy
+98
New +$12.3K 0.01% 421

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Paces Ferry Wealth Advisors's TIP Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2020, closing a stake of 98 shares — an estimated $12K sold.

Paces Ferry Wealth Advisors first reported a position in TIP in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 1,057 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 98 iShares TIPS Bond ETF shares in Q4 2020, an estimated $12K.
  • Paces Ferry Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's iShares TIPS Bond ETF position peaked at $12K in Q3 2020.
  • 1,057 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.