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BKS Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

BKS Advisors’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
2018
Q4 		– Sell
-1,892
Closed -$209K – 223
2018
Q3 		$209K Hold
1,892
– – 0.08% 204
2018
Q2 		$214K Buy
1,892
+17
+0.9% +$1.91K 0.08% 208
2018
Q1 		$212K Buy
1,875
+110
+6% +$12.4K 0.08% 194
2017
Q4 		$201K Buy
+1,765
New +$201K 0.07% 202
2017
Q3 		– Sell
-1,829
Closed -$207K – 218
2017
Q2 		$207K Buy
+1,829
New +$209K 0.08% 188

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BKS Advisors's TIP Position: Q4 2018 in Review

BKS Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2018, closing a stake of 1,892 shares — an estimated $209K sold.

BKS Advisors first reported a position in TIP in Q2 2017 and held it in 5 quarters. The position peaked at $214K in Q2 2018. 801 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

  • BKS Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • BKS Advisors sold 1,892 iShares TIPS Bond ETF shares in Q4 2018, an estimated $209K.
  • BKS Advisors first reported a position in iShares TIPS Bond ETF in Q2 2017 and held it in 5 quarters.
  • BKS Advisors's iShares TIPS Bond ETF position peaked at $214K in Q2 2018.
  • 801 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on BKS Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.