AWM
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Aevitas Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Aevitas Wealth 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
Q2 		– Sell
-26
Closed -$3K – 317
2019
Q1 		$3K Sell
26
-1
-4% -$111 ﹤0.01% 351
2018
Q4 		$3K Buy
27
+1
+4% +$109 ﹤0.01% 361
2018
Q3 		$3K Sell
26
-36
-58% -$4.02K ﹤0.01% 416
2018
Q2 		$7K Hold
62
– – 0.01% 354
2018
Q1 		$7K Hold
62
– – 0.01% 354
2017
Q4 		$7K Buy
+62
New +$7.05K 0.01% 352

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aevitas Wealth Management's TIP Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2019, closing a stake of 26 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in TIP in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q2 2018. 817 funds tracked by Wall St. Rank hold TIP as of Q2 2019.

  • Aevitas Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 26 iShares TIPS Bond ETF shares in Q2 2019, an estimated $3K.
  • Aevitas Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's iShares TIPS Bond ETF position peaked at $7K in Q2 2018.
  • 817 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.