Watson Rebecca’s iShares TIPS Bond ETF TIP Stock Holding History

Watson Rebecca’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	–	Sell	-113	Closed	-$14K	–	321
2020 Q2	$14K	Buy	+113	New	+$13.7K	0.01%	241

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Watson Rebecca's TIP Position: Q3 2020 in Review

Watson Rebecca sold out of iShares TIPS Bond ETF (TIP) in Q3 2020, closing a stake of 113 shares — an estimated $14K sold.

Watson Rebecca first reported a position in TIP in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

Watson Rebecca reported no remaining iShares TIPS Bond ETF position as of Q3 2020 after selling out during the quarter.
Watson Rebecca sold 113 iShares TIPS Bond ETF shares in Q3 2020, an estimated $14K.
Watson Rebecca first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 1 quarter.
Watson Rebecca's iShares TIPS Bond ETF position peaked at $14K in Q2 2020.
959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.