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Bray Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Bray Capital 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
-37
Closed -$4K – 379
2018
Q3 		$4K Hold
37
– – ﹤0.01% 328
2018
Q2 		$4K Hold
37
– – ﹤0.01% 333
2018
Q1 		$4K Buy
+37
New +$4.17K ﹤0.01% 332
2015
Q4 		– Sell
-74
Closed -$8K – 287
2015
Q3 		$8K Hold
74
– – 0.01% 338
2015
Q2 		$8K Buy
+74
New +$8.37K ﹤0.01% 363

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bray Capital Advisors's TIP Position: Q4 2018 in Review

Bray Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2018, closing a stake of 37 shares — an estimated $4K sold.

Bray Capital Advisors first reported a position in TIP in Q2 2015 and held it in 5 quarters. The position peaked at $8K in Q3 2015. 802 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

  • Bray Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Bray Capital Advisors sold 37 iShares TIPS Bond ETF shares in Q4 2018, an estimated $4K.
  • Bray Capital Advisors first reported a position in iShares TIPS Bond ETF in Q2 2015 and held it in 5 quarters.
  • Bray Capital Advisors's iShares TIPS Bond ETF position peaked at $8K in Q3 2015.
  • 802 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on Bray Capital Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.