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

Aries 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
Q1 		– Sell
-1,832
Closed -$201K – 157
2018
Q4 		$201K Hold
1,832
– – 0.21% 105
2018
Q3 		$203K Hold
1,832
– – 0.18% 127
2018
Q2 		$205K Hold
1,832
– – 0.19% 120
2018
Q1 		$207K Hold
1,832
– – 0.2% 115
2017
Q4 		$207K Buy
+1,832
New +$208K 0.19% 121

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aries Wealth Management's TIP Position: Q1 2019 in Review

Aries Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2019, closing a stake of 1,832 shares — an estimated $201K sold.

Aries Wealth Management first reported a position in TIP in Q4 2017 and held it in 5 quarters. The position peaked at $207K in Q1 2018. 826 funds tracked by Wall St. Rank hold TIP as of Q1 2019.

  • Aries Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Aries Wealth Management sold 1,832 iShares TIPS Bond ETF shares in Q1 2019, an estimated $201K.
  • Aries Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 5 quarters.
  • Aries Wealth Management's iShares TIPS Bond ETF position peaked at $207K in Q1 2018.
  • 826 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2019.

Based on Aries Wealth Management's 13F filing for Q1 2019, filed 9 Apr 2019.