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	–	145
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

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

United Bank (Virginia)'s TIP Position: Q4 2019 in Review

United Bank (Virginia) sold out of iShares TIPS Bond ETF (TIP) in Q4 2019, closing a stake of 1,978 shares — an estimated $230K sold.

United Bank (Virginia) first reported a position in TIP in Q4 2017 and held it in 8 quarters. The position peaked at $12.3M in Q2 2019. 927 funds tracked by Wall St. Rank hold TIP as of Q4 2019.

United Bank (Virginia) reported no remaining iShares TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
United Bank (Virginia) sold 1,978 iShares TIPS Bond ETF shares in Q4 2019, an estimated $230K.
United Bank (Virginia) first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 8 quarters.
United Bank (Virginia)'s iShares TIPS Bond ETF position peaked at $12.3M in Q2 2019.
927 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2019.

Based on United Bank (Virginia)'s 13F filing for Q4 2019, filed 14 Feb 2020.