Rex Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Rex Capital Advisors’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
2021 Q1	–	Sell	-1,930	Closed	-$246K	–	25
2020 Q4	$246K	Hold	1,930	–	–	0.19%	18
2020 Q3	$244K	Hold	1,930	–	–	0.21%	17
2020 Q2	$237K	Hold	1,930	–	–	0.2%	12
2020 Q1	$228K	Hold	1,930	–	–	0.21%	13
2019 Q4	$225K	Hold	1,930	–	–	0.18%	16
2019 Q3	$224K	Hold	1,930	–	–	0.19%	15
2019 Q2	$223K	Hold	1,930	–	–	0.18%	15
2019 Q1	$218K	Hold	1,930	–	–	0.18%	16
2018 Q4	$211K	Hold	1,930	–	–	0.2%	16
2018 Q3	$213K	Hold	1,930	–	–	0.18%	15
2018 Q2	$218K	Hold	1,930	–	–	0.19%	13
2018 Q1	$218K	Hold	1,930	–	–	0.19%	14
2017 Q4	$220K	Hold	1,930	–	–	0.19%	14
2017 Q3	$219K	Hold	1,930	–	–	0.17%	33
2017 Q2	$219K	Hold	1,930	–	–	0.18%	31
2017 Q1	$221K	Hold	1,930	–	–	0.19%	29
2016 Q4	$218K	Buy	+1,930	New	+$220K	0.2%	27

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rex Capital Advisors's TIP Position: Q1 2021 in Review

Rex Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2021, closing a stake of 1,930 shares — an estimated $246K sold.

Rex Capital Advisors first reported a position in TIP in Q4 2016 and held it in 17 quarters. The position peaked at $246K in Q4 2020. 1,094 funds tracked by Wall St. Rank hold TIP as of Q1 2021.

Rex Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
Rex Capital Advisors sold 1,930 iShares TIPS Bond ETF shares in Q1 2021, an estimated $246K.
Rex Capital Advisors first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 17 quarters.
Rex Capital Advisors's iShares TIPS Bond ETF position peaked at $246K in Q4 2020.
1,094 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2021.

Based on Rex Capital Advisors's 13F filing for Q1 2021, filed 13 May 2021.