Ropes Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Ropes Wealth 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
2020 Q1	–	Sell	-176	Closed	-$21K	–	561
2019 Q4	$21K	Hold	176	–	–	﹤0.01%	414
2019 Q3	$20K	Sell	176 -372	-68%	-$43.2K	﹤0.01%	433
2019 Q2	$63K	Buy	548 +50	+10%	+$5.69K	0.01%	319
2019 Q1	$56K	Sell	498 -68	-12%	-$7.54K	0.01%	318
2018 Q4	$62K	Hold	566	–	–	0.02%	292
2018 Q3	$63K	Sell	566 -1,216	-68%	-$136K	0.02%	317
2018 Q2	$201K	Buy	1,782 +1,016	+133%	+$114K	0.05%	224
2018 Q1	$87K	Hold	766	–	–	0.02%	282
2017 Q4	$87K	Hold	766	–	–	0.02%	294
2017 Q3	$87K	Sell	766 -83	-10%	-$9.45K	0.02%	278
2017 Q2	$96K	Buy	+849	New	+$97K	0.03%	273

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ropes Wealth Advisors's TIP Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 176 shares — an estimated $21K sold.

Ropes Wealth Advisors first reported a position in TIP in Q2 2017 and held it in 11 quarters. The position peaked at $201K in Q2 2018. 896 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

Ropes Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 176 iShares TIPS Bond ETF shares in Q1 2020, an estimated $21K.
Ropes Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2017 and held it in 11 quarters.
Ropes Wealth Advisors's iShares TIPS Bond ETF position peaked at $201K in Q2 2018.
896 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.