Squar Milner Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-233	Closed	-$27K	–	668
2020 Q1	$27K	Sell	233 -5,851	-96%	-$689K	0.02%	430
2019 Q4	$709K	Buy	+6,084	New	+$707K	0.35%	55
2019 Q3	–	Sell	-790	Closed	-$91K	–	666
2019 Q2	$91K	Sell	790 -1,718	-69%	-$195K	0.06%	286
2019 Q1	$283K	Buy	2,508 +1,264	+102%	+$140K	0.21%	116
2018 Q4	$136K	Buy	1,244 +873	+235%	+$95.3K	0.13%	184
2018 Q3	$41K	Sell	371 -66	-15%	-$7.37K	0.04%	325
2018 Q2	$49K	Buy	+437	New	+$49K	0.04%	334

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

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

Squar Milner Financial Services's TIP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares TIPS Bond ETF (TIP) in Q2 2020, closing a stake of 233 shares — an estimated $27K sold.

Squar Milner Financial Services first reported a position in TIP in Q2 2018 and held it in 7 quarters. The position peaked at $709K in Q4 2019. 922 funds tracked by Wall St. Rank hold TIP as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 233 iShares TIPS Bond ETF shares in Q2 2020, an estimated $27K.
Squar Milner Financial Services first reported a position in iShares TIPS Bond ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares TIPS Bond ETF position peaked at $709K in Q4 2019.
922 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.