Advocacy Wealth Management Services’s iShares TIPS Bond ETF TIP Stock Holding History

Advocacy Wealth Management Services’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
2022 Q2	–	Sell	-31	Closed	-$4K	–	199
2022 Q1	$4K	Buy	+31	New	+$3.9K	﹤0.01%	130
2019 Q4	–	Sell	-70	Closed	-$8K	–	158
2019 Q3	$8K	Hold	70	–	–	0.01%	131
2019 Q2	$8K	Buy	+70	New	+$7.96K	0.01%	140
2016 Q2	–	Sell	-11	Closed	-$1K	–	452
2016 Q1	$1K	Buy	+11	New	+$1.23K	﹤0.01%	481
2013 Q3	$563K	Buy	5,000 +1,595	+47%	+$178K	1.54%	13
2013 Q2	$381K	Buy	+3,405	New	+$403K	1.52%	15

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advocacy Wealth Management Services's TIP Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 31 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in TIP in Q2 2013 and held it in 6 quarters. The position peaked at $563K in Q3 2013. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

Advocacy Wealth Management Services reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 31 iShares TIPS Bond ETF shares in Q2 2022, an estimated $4K.
Advocacy Wealth Management Services first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 6 quarters.
Advocacy Wealth Management Services's iShares TIPS Bond ETF position peaked at $563K in Q3 2013.
1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.