Sunflower Bank Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Sunflower Bank Wealth Management’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	$425K	Hold	3,360	–	–	0.14%	81
2020 Q2	$413K	Hold	3,360	–	–	0.14%	90
2020 Q1	$396K	Sell	3,360 -3	-0.1%	-$353	0.15%	83
2019 Q4	$392K	Sell	3,363 -195	-5%	-$22.7K	0.12%	100
2019 Q3	$414K	Buy	3,558 +430	+14%	+$49.9K	0.13%	98
2019 Q2	$361K	Hold	3,128	–	–	0.12%	103
2019 Q1	$354K	Sell	3,128 -50	-2%	-$5.55K	0.11%	106
2018 Q4	$348K	Hold	3,178	–	–	0.11%	102
2018 Q3	$352K	Hold	3,178	–	–	0.1%	109
2018 Q2	$359K	Hold	3,178	–	–	0.1%	109
2018 Q1	$360K	Hold	3,178	–	–	0.1%	107
2017 Q4	$363K	Sell	3,178 -800	-20%	-$91K	0.1%	101
2017 Q3	$452K	Hold	3,978	–	–	0.16%	64
2017 Q2	$452K	Sell	3,978 -125	-3%	-$14.3K	0.15%	70
2017 Q1	$471K	Hold	4,103	–	–	0.16%	62
2016 Q4	$465K	Hold	4,103	–	–	0.17%	60
2016 Q3	$478K	Hold	4,103	–	–	0.17%	61
2016 Q2	$479K	Hold	4,103	–	–	0.17%	61
2016 Q1	$471K	Hold	4,103	–	–	0.17%	59
2015 Q4	$450K	Hold	4,103	–	–	0.16%	63
2015 Q3	$455K	Hold	4,103	–	–	0.17%	60
2015 Q2	$460K	Hold	4,103	–	–	0.16%	63
2015 Q1	$466K	Hold	4,103	–	–	0.15%	70
2014 Q4	$460K	Sell	4,103 -1,250	-23%	-$141K	0.15%	70
2014 Q3	$600K	Buy	5,353 +210	+4%	+$24K	0.2%	58
2014 Q2	$594K	Hold	5,143	–	–	0.24%	60
2014 Q1	$577K	Sell	5,143 -1,250	-20%	-$140K	0.28%	56
2013 Q4	$702K	Sell	6,393 -1,100	-15%	-$123K	0.35%	48
2013 Q3	$844K	Sell	7,493 -1,945	-21%	-$217K	0.46%	43
2013 Q2	$1.06M	Buy	+9,438	New	+$1.12M	0.57%	35

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

Sunflower Bank Wealth Management's TIP Position: Q3 2020 in Review

Sunflower Bank Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q3 2020 at 3,360 shares worth $425K. The position accounts for 0.14% of the portfolio, ranked #81.

Sunflower Bank Wealth Management first reported a position in TIP in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.06M in Q2 2013. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

Sunflower Bank Wealth Management held 3,360 shares of iShares TIPS Bond ETF worth $425K as of Q3 2020.
Sunflower Bank Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q3 2020.
iShares TIPS Bond ETF made up 0.14% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #81 holding.
Sunflower Bank Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's iShares TIPS Bond ETF position peaked at $1.06M in Q2 2013.
959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.