UBV
TIP icon

United Bank (Virginia)’s iShares TIPS Bond ETF TIP Stock Holding History

United Bank (Virginia)’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
2019
Q4 		– Sell
-1,978
Closed -$230K – 146
2019
Q3 		$230K Sell
1,978
-104,388
-98% -$12.1M 0.04% 133
2019
Q2 		$12.3M Buy
106,366
+1,527
+1% +$174K 2.05% 19
2019
Q1 		$11.9M Buy
104,839
+2,039
+2% +$226K 2.14% 17
2018
Q4 		$11.3M Buy
102,800
+444
+0.4% +$48.5K 2.34% 13
2018
Q3 		$11.3M Buy
102,356
+88
+0.1% +$9.83K 2.38% 14
2018
Q2 		$11.5M Buy
102,268
+14,974
+17% +$1.68M 2.68% 9
2018
Q1 		$9.87M Buy
87,294
+82,999
+1,932% +$9.34M 2.28% 16
2017
Q4 		$490K Buy
+4,295
New +$488K 0.12% 85

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return