UFA
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US Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

US Financial Advisors’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
2021
Q2 		– Sell
-15,072
Closed -$1.89M – 121
2021
Q1 		$1.89M Buy
15,072
+2,401
+19% +$304K 0.53% 41
2020
Q4 		$1.62M Buy
+12,671
New +$1.6M 0.49% 37
2016
Q2 		– Sell
-458
Closed -$53K – 361
2016
Q1 		$53K Buy
458
+401
+704% +$44.8K 0.09% 85
2015
Q4 		$6K Buy
57
+31
+119% +$3.43K 0.01% 369
2015
Q3 		$3K Hold
26
– – 0.01% 370
2015
Q2 		$3K Hold
26
– – ﹤0.01% 344
2015
Q1 		$3K Hold
26
– – ﹤0.01% 346
2014
Q4 		$3K Buy
+26
New +$2.94K ﹤0.01% 313

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return