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R.H. Bluestein & Co’s iShares TIPS Bond ETF TIP Stock Holding History

R.H. Bluestein & Co’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
Q1 		– Sell
-2,550
Closed -$297K – 350
2019
Q4 		$297K Buy
+2,550
New +$296K 0.01% 278
2013
Q3 		– Sell
-2,211
Closed -$248K – 354
2013
Q2 		$248K Buy
+2,211
New +$262K 0.02% 269

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

R.H. Bluestein & Co's TIP Position: Q1 2020 in Review

R.H. Bluestein & Co sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 2,550 shares — an estimated $297K sold.

R.H. Bluestein & Co first reported a position in TIP in Q2 2013 and held it in 2 quarters. The position peaked at $297K in Q4 2019. 896 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

  • R.H. Bluestein & Co reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • R.H. Bluestein & Co sold 2,550 iShares TIPS Bond ETF shares in Q1 2020, an estimated $297K.
  • R.H. Bluestein & Co first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 2 quarters.
  • R.H. Bluestein & Co's iShares TIPS Bond ETF position peaked at $297K in Q4 2019.
  • 896 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on R.H. Bluestein & Co's 13F filing for Q1 2020, filed 12 May 2020.