Rowland Carmichael Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Rowland Carmichael 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 Q4	$45K	Hold	354	–	–	0.01%	319
2020 Q3	$45K	Hold	354	–	–	0.02%	296
2020 Q2	$44K	Hold	354	–	–	0.02%	289
2020 Q1	$42K	Sell	354 -6,323	-95%	-$745K	0.02%	268
2019 Q4	$778K	Sell	6,677 -866	-11%	-$101K	0.27%	106
2019 Q3	$877K	Sell	7,543 -73	-1%	-$8.47K	0.3%	86
2019 Q2	$880K	Sell	7,616 -98	-1%	-$11.1K	0.3%	87
2019 Q1	$872K	Sell	7,714 -12	-0.2%	-$1.33K	0.32%	82
2018 Q4	$846K	Buy	7,726 +6,335	+455%	+$692K	0.37%	55
2018 Q3	$154K	Hold	1,391	–	–	0.06%	278
2018 Q2	$157K	Sell	1,391 -4,208	-75%	-$472K	0.07%	279
2018 Q1	$633K	Buy	5,599 +82	+1%	+$9.23K	0.35%	93
2017 Q4	$629K	Buy	5,517 +314	+6%	+$35.7K	0.32%	98
2017 Q3	$591K	Sell	5,203 -416	-7%	-$47.4K	0.33%	101
2017 Q2	$637K	Buy	5,619 +1,946	+53%	+$222K	0.37%	90
2017 Q1	$421K	Sell	3,673 -1,467	-29%	-$167K	0.26%	121
2016 Q4	$582K	Buy	5,140 +3,199	+165%	+$365K	0.34%	93
2016 Q3	$226K	Sell	1,941 -15	-0.8%	-$1.74K	0.14%	200
2016 Q2	$228K	Hold	1,956	–	–	0.14%	199
2016 Q1	$224K	Buy	+1,956	New	+$219K	0.21%	125

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Rowland Carmichael Advisors's TIP Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q4 2020 at 354 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #319.

Rowland Carmichael Advisors first reported a position in TIP in Q1 2016 and has held it in 20 quarters since. The position peaked at $880K in Q2 2019. 1,056 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

Rowland Carmichael Advisors held 354 shares of iShares TIPS Bond ETF worth $45K as of Q4 2020.
Rowland Carmichael Advisors left its iShares TIPS Bond ETF share count unchanged in Q4 2020.
iShares TIPS Bond ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #319 holding.
Rowland Carmichael Advisors first reported a position in iShares TIPS Bond ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's iShares TIPS Bond ETF position peaked at $880K in Q2 2019.
1,056 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.