Pinnacle Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Pinnacle Wealth Advisors’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 Q2	$55K	Buy	+427	New	+$54.2K	﹤0.01%	388

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Pinnacle Wealth Advisors's TIP Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2021: 427 shares worth $55K. The stake represents ﹤0.01% of the portfolio and ranks #388 among its holdings.

1,137 funds tracked by Wall St. Rank hold TIP as of Q2 2021.

Pinnacle Wealth Advisors held 427 shares of iShares TIPS Bond ETF worth $55K as of Q2 2021.
iShares TIPS Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares TIPS Bond ETF made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #388 holding.
1,137 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.