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Polaris Wealth Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Polaris Wealth Advisory Group’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
2022
Q1 		– Sell
-54,161
Closed -$7M – 197
2021
Q4 		$7M Sell
54,161
-2,483
-4% -$320K 0.4% 76
2021
Q3 		$7.24M Buy
56,644
+986
+2% +$127K 0.43% 69
2021
Q2 		$7.08M Sell
55,658
-2,132
-4% -$271K 0.42% 70
2021
Q1 		$7.24M Sell
57,790
-1,987
-3% -$251K 0.46% 70
2020
Q4 		$7.58M Sell
59,777
-30,086
-33% -$3.79M 0.57% 56
2020
Q3 		$11.3M Sell
89,863
-29,874
-25% -$3.75M 1.06% 33
2020
Q2 		$14.7M Sell
119,737
-241,433
-67% -$29.4M 1.17% 33
2020
Q1 		$42.6M Sell
361,170
-19,702
-5% -$2.32M 4.63% 3
2019
Q4 		$44.7M Buy
+380,872
New +$44.3M 2.98% 2
2018
Q2 		– Sell
-43
Closed -$5K – 414
2018
Q1 		$5K Buy
+43
New +$4.84K ﹤0.01% 408
2016
Q4 		– Sell
-54,065
Closed -$6.3M – 128
2016
Q3 		$6.3M Buy
54,065
+516
+1% +$59.9K 0.75% 49
2016
Q2 		$6.25M Buy
53,549
+835
+2% +$95.9K 0.97% 38
2016
Q1 		$6.04M Buy
52,714
+50,075
+1,897% +$5.59M 0.94% 40
2015
Q4 		$289K Buy
+2,639
New +$292K 0.05% 123
2014
Q2 		– Sell
-100
Closed -$11K – 136
2014
Q1 		$11K Buy
+100
New +$11.2K ﹤0.01% 127

Other funds holding TIP

BlackRock
BlackRock New York $5.72T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Polaris Wealth Advisory Group's TIP Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 54,161 shares — an estimated $7M sold.

Polaris Wealth Advisory Group first reported a position in TIP in Q1 2014 and held it in 15 quarters. The position peaked at $44.7M in Q4 2019. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Polaris Wealth Advisory Group reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 54,161 iShares TIPS Bond ETF shares in Q1 2022, an estimated $7M.
  • Polaris Wealth Advisory Group first reported a position in iShares TIPS Bond ETF in Q1 2014 and held it in 15 quarters.
  • Polaris Wealth Advisory Group's iShares TIPS Bond ETF position peaked at $44.7M in Q4 2019.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.