Pacific Center for Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

Pacific Center for Financial Services’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
2022 Q1	–	Sell	-8	Closed	-$1K	–	391
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	376
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	384
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	341
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	330
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	320
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	299
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	292
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	283
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	300
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	310
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	306
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	302
2018 Q4	$1K	Hold	8	–	–	﹤0.01%	310
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	305
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	291
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	287
2017 Q4	$1K	Hold	8	–	–	﹤0.01%	290
2017 Q3	$1K	Hold	8	–	–	﹤0.01%	298
2017 Q2	$1K	Hold	8	–	–	﹤0.01%	286
2017 Q1	$1K	Hold	8	–	–	﹤0.01%	285
2016 Q4	$1K	Buy	+8	New	+$913	﹤0.01%	298

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pacific Center for Financial Services's TIP Position: Q1 2022 in Review

Pacific Center for Financial Services sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 8 shares — an estimated $1K sold.

Pacific Center for Financial Services first reported a position in TIP in Q4 2016 and held it in 21 quarters. The position peaked at $1K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

Pacific Center for Financial Services reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
Pacific Center for Financial Services sold 8 iShares TIPS Bond ETF shares in Q1 2022, an estimated $1K.
Pacific Center for Financial Services first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 21 quarters.
Pacific Center for Financial Services's iShares TIPS Bond ETF position peaked at $1K in Q4 2021.
1,342 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Pacific Center for Financial Services's 13F filing for Q1 2022, filed 10 May 2022.