Well Done LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Well Done LLC’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
2018 Q2	–	Sell	-37	Closed	-$4K	–	472
2018 Q1	$4K	Buy	+37	New	+$4.17K	﹤0.01%	552

Other funds holding TIP

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CSIA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Well Done LLC's TIP Position: Q2 2018 in Review

Well Done LLC sold out of iShares TIPS Bond ETF (TIP) in Q2 2018, closing a stake of 37 shares — an estimated $4K sold.

Well Done LLC first reported a position in TIP in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 790 funds tracked by Wall St. Rank hold TIP as of Q2 2018.

Well Done LLC reported no remaining iShares TIPS Bond ETF position as of Q2 2018 after selling out during the quarter.
Well Done LLC sold 37 iShares TIPS Bond ETF shares in Q2 2018, an estimated $4K.
Well Done LLC first reported a position in iShares TIPS Bond ETF in Q1 2018 and held it in 1 quarter.
Well Done LLC's iShares TIPS Bond ETF position peaked at $4K in Q1 2018.
790 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2018.

Based on Well Done LLC's 13F filing for Q2 2018, filed 3 Aug 2018.