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Pacific Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Pacific Financial Group’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
-87
Closed -$11K – 120
2020
Q3 		$11K Buy
+87
New +$10.9K 0.01% 81
2015
Q1 		– Sell
-100
Closed -$11K – 177
2014
Q4 		$11K Buy
+100
New +$11.3K ﹤0.01% 153

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

Pacific Financial Group's TIP Position: Q4 2020 in Review

Pacific Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2020, closing a stake of 87 shares — an estimated $11K sold.

Pacific Financial Group first reported a position in TIP in Q4 2014 and held it in 2 quarters. The position peaked at $11K in Q3 2020. 1,057 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

  • Pacific Financial Group reported no remaining iShares TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Financial Group sold 87 iShares TIPS Bond ETF shares in Q4 2020, an estimated $11K.
  • Pacific Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2014 and held it in 2 quarters.
  • Pacific Financial Group's iShares TIPS Bond ETF position peaked at $11K in Q3 2020.
  • 1,057 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.