AIM
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Advantage Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Advantage 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
2019
Q3 		$133K Sell
1,143
-262
-19% -$30.4K 0.1% 193
2019
Q2 		$162K Sell
1,405
-770
-35% -$87.6K 0.12% 169
2019
Q1 		$246K Buy
2,175
+172
+9% +$19.1K 0.19% 120
2018
Q4 		$219K Buy
2,003
+144
+8% +$15.7K 0.17% 103
2018
Q3 		$206K Hold
1,859
– – 0.13% 128
2018
Q2 		$210K Buy
1,859
+859
+86% +$96.4K 0.15% 121
2018
Q1 		$113K Sell
1,000
-684
-41% -$77K 0.04% 223
2017
Q4 		$192K Buy
1,684
+977
+138% +$111K 0.06% 179
2017
Q3 		$80K Buy
707
+7
+1% +$797 0.03% 311
2017
Q2 		$79K Sell
700
-1,559
-69% -$178K 0.03% 278
2017
Q1 		$259K Sell
2,259
-889
-28% -$101K 0.1% 130
2016
Q4 		$356K Buy
3,148
+3,021
+2,379% +$345K 0.13% 107
2016
Q3 		$15K Sell
127
-99
-44% -$11.5K 0.01% 552
2016
Q2 		$26K Buy
226
+199
+737% +$22.9K 0.01% 443
2016
Q1 		$3K Sell
27
-136
-83% -$15.2K ﹤0.01% 748
2015
Q4 		$18K Sell
163
-9,890
-98% -$1.09M 0.01% 486
2015
Q3 		$1.11M Buy
10,053
+10,029
+41,788% +$1.12M 0.64% 42
2015
Q2 		$3K Buy
+24
New +$2.71K ﹤0.01% 747

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Advantage Investment Management's TIP Position: Q3 2019 in Review

Advantage Investment Management reduced its iShares TIPS Bond ETF (TIP) stake by 19% in Q3 2019, selling an estimated $30.4K and leaving 1,143 shares worth $133K. The position accounts for 0.1% of the portfolio, ranked #193.

Advantage Investment Management first reported a position in TIP in Q2 2015 and has held it in 18 quarters since. The position peaked at $1.11M in Q3 2015. 804 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

  • Advantage Investment Management held 1,143 shares of iShares TIPS Bond ETF worth $133K as of Q3 2019.
  • Advantage Investment Management sold 262 iShares TIPS Bond ETF shares in Q3 2019, an estimated $30.4K.
  • iShares TIPS Bond ETF made up 0.1% of Advantage Investment Management's portfolio in Q3 2019, its #193 holding.
  • Advantage Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2015 and has held it in 18 quarters since.
  • Advantage Investment Management's iShares TIPS Bond ETF position peaked at $1.11M in Q3 2015.
  • 804 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.