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Raab & Moskowitz Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Raab & Moskowitz Asset 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
Q1 		– Sell
-237
Closed -$27K – 463
2019
Q4 		$27K Buy
+237
New +$27.6K 0.01% 312
2018
Q4 		– Sell
-85
Closed -$9K – 456
2018
Q3 		$9K Buy
+85
New +$9.49K ﹤0.01% 421
2015
Q1 		– Sell
-30
Closed -$3K – 336
2014
Q4 		$3K Buy
+30
New +$3.39K ﹤0.01% 425

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

Raab & Moskowitz Asset Management's TIP Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 237 shares — an estimated $27K sold.

Raab & Moskowitz Asset Management first reported a position in TIP in Q4 2014 and held it in 3 quarters. The position peaked at $27K in Q4 2019. 896 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 237 iShares TIPS Bond ETF shares in Q1 2020, an estimated $27K.
  • Raab & Moskowitz Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2014 and held it in 3 quarters.
  • Raab & Moskowitz Asset Management's iShares TIPS Bond ETF position peaked at $27K in Q4 2019.
  • 896 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.