PI
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PFS Investments’s iShares TIPS Bond ETF TIP Stock Holding History

PFS Investments’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
-27,828
Closed -$3.52M – 367
2020
Q4 		$3.52M Buy
+27,828
New +$3.51M 0.1% 171
2020
Q1 		– Sell
-38,178
Closed -$4.45M – 286
2019
Q4 		$4.45M Buy
38,178
+1,369
+4% +$159K 0.17% 101
2019
Q3 		$4.28M Buy
+36,809
New +$4.27M 0.18% 81
2018
Q4 		– Sell
-112,202
Closed -$12.4M – 99
2018
Q3 		$12.4M Sell
112,202
-6,919
-6% -$773K 0.86% 34
2018
Q2 		$13.4M Buy
119,121
+27,315
+30% +$3.07M 1.14% 27
2018
Q1 		$10.3M Buy
91,806
+46,429
+102% +$5.23M 1.22% 24
2017
Q4 		$5.13M Buy
+45,377
New +$5.16M 0.96% 34

Other funds holding TIP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return