Stratford Consulting’s iShares TIPS Bond ETF TIP Stock Holding History

Stratford Consulting’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	$72K	Hold	614	–	–	0.03%	68
2019 Q4	$72K	Buy	+614	New	+$71.4K	0.02%	69

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

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

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

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

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

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

Stratford Consulting's TIP Position: Q1 2020 in Review

Stratford Consulting held its iShares TIPS Bond ETF (TIP) position steady in Q1 2020 at 614 shares worth $72K. The position accounts for 0.03% of the portfolio, ranked #68.

Stratford Consulting first reported a position in TIP in Q4 2019 and has held it in 2 quarters since. 895 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

Stratford Consulting held 614 shares of iShares TIPS Bond ETF worth $72K as of Q1 2020.
Stratford Consulting left its iShares TIPS Bond ETF share count unchanged in Q1 2020.
iShares TIPS Bond ETF made up 0.03% of Stratford Consulting's portfolio in Q1 2020, its #68 holding.
Stratford Consulting first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 2 quarters since.
895 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.