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

Spearhead 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 Q3	–	Sell	-7,305	Closed	-$935K	–	199
2021 Q2	$935K	Buy	7,305 +85	+1%	+$10.8K	0.13%	67
2021 Q1	$906K	Hold	7,220	–	–	0.13%	64
2020 Q4	$922K	Buy	7,220 +955	+15%	+$120K	0.15%	62
2020 Q3	$792K	Buy	6,265 +2,079	+50%	+$261K	0.15%	63
2020 Q2	$515K	Buy	4,186 +1,547	+59%	+$188K	0.11%	74
2020 Q1	$311K	Buy	+2,639	New	+$311K	0.09%	84

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Spearhead Capital Advisors's TIP Position: Q3 2021 in Review

Spearhead Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2021, closing a stake of 7,305 shares — an estimated $935K sold.

Spearhead Capital Advisors first reported a position in TIP in Q1 2020 and held it in 6 quarters. The position peaked at $935K in Q2 2021. 1,189 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

Spearhead Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2021 after selling out during the quarter.
Spearhead Capital Advisors sold 7,305 iShares TIPS Bond ETF shares in Q3 2021, an estimated $935K.
Spearhead Capital Advisors first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 6 quarters.
Spearhead Capital Advisors's iShares TIPS Bond ETF position peaked at $935K in Q2 2021.
1,189 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Spearhead Capital Advisors's 13F filing for Q3 2021, filed 27 Oct 2021.