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Shine Investment Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Shine Investment Advisory Services’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
-72
Closed -$8K – 776
2019
Q4 		$8K Hold
72
– – ﹤0.01% 623
2019
Q3 		$8K Buy
+72
New +$8.36K ﹤0.01% 601
2017
Q3 		– Sell
-233
Closed -$26K – 684
2017
Q2 		$26K Buy
+233
New +$26.6K 0.01% 395

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

Shine Investment Advisory Services's TIP Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 72 shares — an estimated $8K sold.

Shine Investment Advisory Services first reported a position in TIP in Q2 2017 and held it in 3 quarters. The position peaked at $26K in Q2 2017. 896 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

  • Shine Investment Advisory Services reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 72 iShares TIPS Bond ETF shares in Q1 2020, an estimated $8K.
  • Shine Investment Advisory Services first reported a position in iShares TIPS Bond ETF in Q2 2017 and held it in 3 quarters.
  • Shine Investment Advisory Services's iShares TIPS Bond ETF position peaked at $26K in Q2 2017.
  • 896 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.