Private Vista’s iShares TIPS Bond ETF TIP Stock Holding History

Private Vista’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 Q2	–	Sell	-1,812	Closed	-$214K	–	149
2020 Q1	$214K	Buy	1,812 +84	+5%	+$9.89K	0.08%	123
2019 Q4	$201K	Hold	1,728	–	–	0.05%	144
2019 Q3	$200K	Buy	+1,728	New	+$201K	0.05%	147
2018 Q2	–	Sell	-1,823	Closed	-$206K	–	160
2018 Q1	$206K	Buy	+1,823	New	+$205K	0.06%	132
2017 Q4	–	Sell	-1,785	Closed	-$203K	–	108
2017 Q3	$203K	Buy	+1,785	New	+$203K	0.04%	110

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

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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 $377B AUM 19.32% 1-Year Est. Return

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

Private Vista's TIP Position: Q2 2020 in Review

Private Vista sold out of iShares TIPS Bond ETF (TIP) in Q2 2020, closing a stake of 1,812 shares — an estimated $214K sold.

Private Vista first reported a position in TIP in Q3 2017 and held it in 5 quarters. The position peaked at $214K in Q1 2020. 921 funds tracked by Wall St. Rank hold TIP as of Q2 2020.

Private Vista reported no remaining iShares TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
Private Vista sold 1,812 iShares TIPS Bond ETF shares in Q2 2020, an estimated $214K.
Private Vista first reported a position in iShares TIPS Bond ETF in Q3 2017 and held it in 5 quarters.
Private Vista's iShares TIPS Bond ETF position peaked at $214K in Q1 2020.
921 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.