Partnervest Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Partnervest Advisory 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
2020 Q3	$300K	Sell	2,368 -474	-17%	-$59.5K	0.1%	172
2020 Q2	$349K	Buy	2,842 +708	+33%	+$86.1K	0.13%	129
2020 Q1	$252K	Sell	2,134 -38	-2%	-$4.48K	0.11%	152
2019 Q4	$254K	Sell	2,172 -486	-18%	-$56.5K	0.09%	170
2019 Q3	$309K	Buy	2,658 +494	+23%	+$57.3K	0.11%	164
2019 Q2	$250K	Buy	+2,164	New	+$246K	0.1%	173
2017 Q1	–	Sell	-1,840	Closed	-$208K	–	209
2016 Q4	$208K	Sell	1,840 -92	-5%	-$10.5K	0.1%	189
2016 Q3	$225K	Buy	1,932 +5	+0.3%	+$580	0.11%	184
2016 Q2	$225K	Sell	1,927 -2	-0.1%	-$230	0.11%	178
2016 Q1	$221K	Buy	+1,929	New	+$216K	0.12%	173
2015 Q3	–	Sell	-2,001	Closed	-$224K	–	189
2015 Q2	$224K	Buy	+2,001	New	+$226K	0.11%	163
2014 Q4	–	Sell	-1,839	Closed	-$206K	–	178
2014 Q3	$206K	Sell	1,839 -23	-1%	-$2.63K	0.11%	141
2014 Q2	$215K	Buy	1,862 +5	+0.3%	+$569	0.1%	147
2014 Q1	$208K	Sell	1,857 -95	-5%	-$10.6K	0.09%	143
2013 Q4	$215K	Sell	1,952 -1,264	-39%	-$141K	0.1%	141
2013 Q3	$362K	Sell	3,216 -4,335	-57%	-$484K	0.18%	78
2013 Q2	$846K	Buy	+7,551	New	+$894K	0.39%	32

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

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Partnervest Advisory Services's TIP Position: Q3 2020 in Review

Partnervest Advisory Services reduced its iShares TIPS Bond ETF (TIP) stake by 17% in Q3 2020, selling an estimated $59.5K and leaving 2,368 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #172.

Partnervest Advisory Services first reported a position in TIP in Q2 2013 and has held it in 17 quarters since. The position peaked at $846K in Q2 2013. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

Partnervest Advisory Services held 2,368 shares of iShares TIPS Bond ETF worth $300K as of Q3 2020.
Partnervest Advisory Services sold 474 iShares TIPS Bond ETF shares in Q3 2020, an estimated $59.5K.
iShares TIPS Bond ETF made up 0.1% of Partnervest Advisory Services's portfolio in Q3 2020, its #172 holding.
Partnervest Advisory Services first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 17 quarters since.
Partnervest Advisory Services's iShares TIPS Bond ETF position peaked at $846K in Q2 2013.
959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.