Stearns Financial Services Group’s iShares TIPS Bond ETF TIP Stock Holding History

Stearns Financial Services Group’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 Q3	$58K	Buy	455 +1	+0.2%	+$126	0.01%	169
2020 Q2	$56K	Buy	454 +2	+0.4%	+$243	0.01%	157
2020 Q1	$53K	Hold	452	–	–	0.01%	152
2019 Q4	$53K	Buy	452 +1	+0.2%	+$116	0.01%	156
2019 Q3	$52K	Sell	451 -195	-30%	-$22.6K	0.01%	149
2019 Q2	$75K	Buy	646 +202	+45%	+$23K	0.01%	142
2019 Q1	$50K	Sell	444 -50	-10%	-$5.55K	0.01%	146
2018 Q4	$54K	Buy	494 +2	+0.4%	+$218	0.01%	144
2018 Q3	$54K	Buy	+492	New	+$55K	0.01%	145

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stearns Financial Services Group's TIP Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares TIPS Bond ETF (TIP) stake by 0.22% in Q3 2020, buying an estimated $126 and bringing the position to 455 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #169.

Stearns Financial Services Group first reported a position in TIP in Q3 2018 and has held it in 9 quarters since. The position peaked at $75K in Q2 2019. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

Stearns Financial Services Group held 455 shares of iShares TIPS Bond ETF worth $58K as of Q3 2020.
Stearns Financial Services Group bought 1 iShares TIPS Bond ETF share in Q3 2020, an estimated $126.
iShares TIPS Bond ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #169 holding.
Stearns Financial Services Group first reported a position in iShares TIPS Bond ETF in Q3 2018 and has held it in 9 quarters since.
Stearns Financial Services Group's iShares TIPS Bond ETF position peaked at $75K in Q2 2019.
959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.