WLIM
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White Lighthouse Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

White Lighthouse Investment Management’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
Q1 		– Sell
-1,810
Closed -$211K – 127
2019
Q4 		$211K Sell
1,810
-519
-22% -$60.3K 0.08% 129
2019
Q3 		$271K Buy
+2,329
New +$270K 0.11% 114

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

White Lighthouse Investment Management's TIP Position: Q1 2020 in Review

White Lighthouse Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 1,810 shares — an estimated $211K sold.

White Lighthouse Investment Management first reported a position in TIP in Q3 2019 and held it in 2 quarters. The position peaked at $271K in Q3 2019. 896 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

  • White Lighthouse Investment Management reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • White Lighthouse Investment Management sold 1,810 iShares TIPS Bond ETF shares in Q1 2020, an estimated $211K.
  • White Lighthouse Investment Management first reported a position in iShares TIPS Bond ETF in Q3 2019 and held it in 2 quarters.
  • White Lighthouse Investment Management's iShares TIPS Bond ETF position peaked at $271K in Q3 2019.
  • 896 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on White Lighthouse Investment Management's 13F filing for Q1 2020, filed 7 Apr 2020.