Pacifica Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Pacifica 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
2024 Q1	–	Sell	-37	Closed	-$3.91K	–	556
2023 Q4	$3.91K	Hold	37	–	–	﹤0.01%	445
2023 Q3	$3.79K	Hold	37	–	–	﹤0.01%	435
2023 Q2	$3.94K	Buy	+37	New	+$4.03K	﹤0.01%	391
2022 Q4	–	Sell	-20	Closed	-$2K	–	501
2022 Q3	$2K	Sell	20 -700	-97%	-$79.3K	﹤0.01%	446
2022 Q2	$84K	Buy	720 +145	+25%	+$17.2K	0.06%	141
2022 Q1	$73K	Buy	575 +400	+229%	+$50.3K	0.05%	144
2021 Q4	$22K	Hold	175	–	–	0.01%	240
2021 Q3	$22K	Hold	175	–	–	0.02%	218
2021 Q2	$22K	Hold	175	–	–	0.02%	205
2021 Q1	$22K	Buy	+175	New	+$22.1K	0.02%	195
2020 Q1	–	Sell	-81	Closed	-$9K	–	399
2019 Q4	$9K	Buy	+81	New	+$9.42K	0.01%	250

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pacifica Partners's TIP Position: Q1 2024 in Review

Pacifica Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 37 shares — an estimated $3.91K sold.

Pacifica Partners first reported a position in TIP in Q4 2019 and held it in 11 quarters. The position peaked at $84K in Q2 2022. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

Pacifica Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
Pacifica Partners sold 37 iShares TIPS Bond ETF shares in Q1 2024, an estimated $3.91K.
Pacifica Partners first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 11 quarters.
Pacifica Partners's iShares TIPS Bond ETF position peaked at $84K in Q2 2022.
1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Pacifica Partners's 13F filing for Q1 2024, filed 12 Apr 2024.