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Wealthstreet Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Wealthstreet Investment 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
-20,409
Closed -$2.56M – 300
2021
Q1 		$2.56M Buy
20,409
+4,231
+26% +$536K 0.25% 96
2020
Q4 		$2.06M Buy
16,178
+6
+0% +$757 0.21% 109
2020
Q3 		$2.05M Buy
16,172
+5,474
+51% +$688K 0.23% 99
2020
Q2 		$1.32M Buy
10,698
+141
+1% +$17.1K 0.16% 124
2020
Q1 		$1.25M Sell
10,557
-159
-1% -$18.7K 0.18% 110
2019
Q4 		$1.25M Buy
10,716
+2,865
+36% +$333K 0.15% 135
2019
Q3 		$905K Sell
7,851
-2,910
-27% -$338K 0.12% 149
2019
Q2 		$1.24M Sell
10,761
-78
-0.7% -$8.87K 0.16% 125
2019
Q1 		$1.23M Sell
10,839
-658
-6% -$73K 0.16% 121
2018
Q4 		$1.26M Sell
11,497
-1,357
-11% -$148K 0.18% 118
2018
Q3 		$1.42M Sell
12,854
-497
-4% -$55.5K 0.18% 120
2018
Q2 		$1.51M Buy
13,351
+42
+0.3% +$4.71K 0.2% 117
2018
Q1 		$1.5M Buy
13,309
+1,092
+9% +$123K 0.19% 119
2017
Q4 		$1.39M Buy
+12,217
New +$1.39M 0.17% 126

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthstreet Investment Advisors's TIP Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2021, closing a stake of 20,409 shares — an estimated $2.56M sold.

Wealthstreet Investment Advisors first reported a position in TIP in Q4 2017 and held it in 14 quarters. The position peaked at $2.56M in Q1 2021. 1,139 funds tracked by Wall St. Rank hold TIP as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 20,409 iShares TIPS Bond ETF shares in Q2 2021, an estimated $2.56M.
  • Wealthstreet Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's iShares TIPS Bond ETF position peaked at $2.56M in Q1 2021.
  • 1,139 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.