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Starfire Investment Advisers’s iShares TIPS Bond ETF TIP Stock Holding History

Starfire Investment Advisers’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 		$1.29M Sell
10,480
-26,904
-72% -$3.27M 0.62% 46
2020
Q1 		$4.41M Sell
37,384
-602
-2% -$70.9K 2.42% 8
2019
Q4 		$4.43M Sell
37,986
-367
-1% -$42.7K 1.69% 17
2019
Q3 		$4.46M Buy
38,353
+16
+0% +$1.86K 1.83% 16
2019
Q2 		$4.43M Sell
38,337
-439
-1% -$49.9K 1.98% 13
2019
Q1 		$4.38M Sell
38,776
-862
-2% -$95.6K 2.01% 13
2018
Q4 		$4.34M Sell
39,638
-25,713
-39% -$2.81M 2.34% 10
2018
Q3 		$7.23M Buy
65,351
+27,470
+73% +$3.07M 3.59% 7
2018
Q2 		$4.28M Buy
37,881
+208
+0.6% +$23.3K 2.16% 13
2018
Q1 		$4.26M Buy
+37,673
New +$4.24M 2.22% 10
2017
Q3 		– Sell
-40,091
Closed -$4.55M – 127
2017
Q2 		$4.55M Buy
40,091
+546
+1% +$62.4K 2.66% 10
2017
Q1 		$4.55M Buy
39,545
+8,522
+27% +$971K 2.45% 12
2016
Q4 		$3.51M Sell
31,023
-360
-1% -$41.1K 2% 13
2016
Q3 		$3.66M Buy
31,383
+251
+0.8% +$29.1K 2.16% 12
2016
Q2 		$3.63M Buy
31,132
+591
+2% +$67.9K 2.5% 10
2016
Q1 		$3.5M Buy
30,541
+6,800
+29% +$760K 2.3% 11
2015
Q4 		$2.6M Buy
23,741
+585
+3% +$64.6K 1.79% 15
2015
Q3 		$2.56M Buy
23,156
+3
+0% +$335 1.87% 13
2015
Q2 		$2.59M Hold
23,153
– – 1.72% 15
2015
Q1 		$2.63M Buy
+23,153
New +$2.63M 1.72% 14

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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 $445B AUM 25.58% 1-Year Est. Return

Starfire Investment Advisers's TIP Position: Q2 2020 in Review

Starfire Investment Advisers reduced its iShares TIPS Bond ETF (TIP) stake by 72% in Q2 2020, selling an estimated $3.27M and leaving 10,480 shares worth $1.29M. The position accounts for 0.62% of the portfolio, ranked #46.

Starfire Investment Advisers first reported a position in TIP in Q1 2015 and has held it in 20 quarters since. The position peaked at $7.23M in Q3 2018. 922 funds tracked by Wall St. Rank hold TIP as of Q2 2020.

  • Starfire Investment Advisers held 10,480 shares of iShares TIPS Bond ETF worth $1.29M as of Q2 2020.
  • Starfire Investment Advisers sold 26,904 iShares TIPS Bond ETF shares in Q2 2020, an estimated $3.27M.
  • iShares TIPS Bond ETF made up 0.62% of Starfire Investment Advisers's portfolio in Q2 2020, its #46 holding.
  • Starfire Investment Advisers first reported a position in iShares TIPS Bond ETF in Q1 2015 and has held it in 20 quarters since.
  • Starfire Investment Advisers's iShares TIPS Bond ETF position peaked at $7.23M in Q3 2018.
  • 922 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.