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Wealthspire Advisors (Maryland)’s iShares TIPS Bond ETF TIP Stock Holding History

Wealthspire Advisors (Maryland)’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 		$249K Buy
+1,971
New +$248K 0.01% 392
2019
Q2 		– Sell
-1,763
Closed -$199K – 1877
2019
Q1 		$199K Hold
1,763
– – 0.02% 438
2018
Q4 		$193K Sell
1,763
-1,017
-37% -$111K 0.02% 410
2018
Q3 		$308K Sell
2,780
-334
-11% -$37.3K 0.03% 353
2018
Q2 		$352K Sell
3,114
-429
-12% -$48.1K 0.03% 315
2018
Q1 		$401K Buy
3,543
+115
+3% +$12.9K 0.04% 293
2017
Q4 		$391K Buy
3,428
+989
+41% +$112K 0.04% 312
2017
Q3 		$277K Sell
2,439
-3,682
-60% -$419K 0.03% 382
2017
Q2 		$694K Buy
6,121
+1,919
+46% +$219K 0.08% 165
2017
Q1 		$482K Hold
4,202
– – 0.07% 191
2016
Q4 		$476K Buy
4,202
+3,848
+1,087% +$439K 0.07% 184
2016
Q3 		$41K Buy
354
+346
+4,325% +$40.2K 0.01% 832
2016
Q2 		$1K Buy
+8
New +$919 ﹤0.01% 1630

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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TIP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2020: 1,971 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in TIP as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in TIP in Q2 2016 and has held it in 13 quarters since. The position peaked at $694K in Q2 2017. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,971 shares of iShares TIPS Bond ETF worth $249K as of Q3 2020.
  • iShares TIPS Bond ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • iShares TIPS Bond ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #392 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares TIPS Bond ETF in Q2 2016 and has held it in 13 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares TIPS Bond ETF position peaked at $694K in Q2 2017.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.