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Punch & Associates Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Punch & Associates Investment 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
2020
Q2 		– Sell
-262
Closed -$31K – 241
2020
Q1 		$31K Hold
262
– – ﹤0.01% 218
2019
Q4 		$31K Buy
+262
New +$30.5K ﹤0.01% 227

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
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
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

Punch & Associates Investment Management's TIP Position: Q2 2020 in Review

Punch & Associates Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2020, closing a stake of 262 shares — an estimated $31K sold.

Punch & Associates Investment Management first reported a position in TIP in Q4 2019 and held it in 2 quarters. The position peaked at $31K in Q1 2020. 921 funds tracked by Wall St. Rank hold TIP as of Q2 2020.

  • Punch & Associates Investment Management reported no remaining iShares TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Punch & Associates Investment Management sold 262 iShares TIPS Bond ETF shares in Q2 2020, an estimated $31K.
  • Punch & Associates Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 2 quarters.
  • Punch & Associates Investment Management's iShares TIPS Bond ETF position peaked at $31K in Q1 2020.
  • 921 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2020.

Based on Punch & Associates Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.