Beacon Capital Management Inc (Ohio)’s iShares TIPS Bond ETF TIP Stock Holding History

Beacon Capital Management Inc (Ohio)’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	–	Sell	-69	Closed	-$8K	–	151
2019 Q2	$8K	Buy	+69	New	+$7.85K	﹤0.01%	55
2016 Q3	–	Sell	-38	Closed	-$4K	–	153
2016 Q2	$4K	Buy	+38	New	+$4.36K	﹤0.01%	121
2015 Q4	–	Sell	-46	Closed	-$5K	–	369
2015 Q3	$5K	Buy	+46	New	+$5.13K	﹤0.01%	172

Other funds holding TIP

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Beacon Capital Management Inc (Ohio)'s TIP Position: Q3 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 69 shares — an estimated $8K sold.

Beacon Capital Management Inc (Ohio) first reported a position in TIP in Q3 2015 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 804 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

Beacon Capital Management Inc (Ohio) reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 69 iShares TIPS Bond ETF shares in Q3 2019, an estimated $8K.
Beacon Capital Management Inc (Ohio) first reported a position in iShares TIPS Bond ETF in Q3 2015 and held it in 3 quarters.
Beacon Capital Management Inc (Ohio)'s iShares TIPS Bond ETF position peaked at $8K in Q2 2019.
804 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2019, filed 22 Oct 2019.