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PBMares Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

PBMares Wealth Management’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
2021
Q1 		– Sell
-1,951
Closed -$249K – 144
2020
Q4 		$249K Buy
1,951
+110
+6% +$13.9K 0.29% 109
2020
Q3 		$233K Sell
1,841
-51
-3% -$6.41K 0.34% 89
2020
Q2 		$233K Buy
1,892
+122
+7% +$14.8K 0.35% 93
2020
Q1 		$209K Buy
+1,770
New +$209K 0.33% 102

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PBMares Wealth Management's TIP Position: Q1 2021 in Review

PBMares Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2021, closing a stake of 1,951 shares — an estimated $249K sold.

PBMares Wealth Management first reported a position in TIP in Q1 2020 and held it in 4 quarters. The position peaked at $249K in Q4 2020. 1,096 funds tracked by Wall St. Rank hold TIP as of Q1 2021.

  • PBMares Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
  • PBMares Wealth Management sold 1,951 iShares TIPS Bond ETF shares in Q1 2021, an estimated $249K.
  • PBMares Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 4 quarters.
  • PBMares Wealth Management's iShares TIPS Bond ETF position peaked at $249K in Q4 2020.
  • 1,096 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2021.

Based on PBMares Wealth Management's 13F filing for Q1 2021, filed 15 Apr 2021.