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Camarda Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Camarda Financial 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
2019
Q3 		– Sell
-31
Closed -$4K – 417
2019
Q2 		$4K Hold
31
– – 0.01% 233
2019
Q1 		$4K Hold
31
– – 0.01% 270
2018
Q4 		$3K Hold
31
– – ﹤0.01% 152
2018
Q3 		$3K Sell
31
-49
-61% -$5.47K ﹤0.01% 207
2018
Q2 		$9K Hold
80
– – 0.01% 171
2018
Q1 		$9K Sell
80
-914
-92% -$103K 0.01% 156
2017
Q4 		$113K Sell
994
-396
-28% -$45K 0.14% 93
2017
Q3 		$158K Sell
1,390
-221
-14% -$25.2K 0.17% 82
2017
Q2 		$183K Sell
1,611
-1,875
-54% -$214K 0.2% 75
2017
Q1 		$400K Sell
3,486
-5,980
-63% -$681K 0.39% 65
2016
Q4 		$1.07M Sell
9,466
-1,388
-13% -$158K 0.73% 61
2016
Q3 		$1.26M Sell
10,854
-7,308
-40% -$848K 0.77% 60
2016
Q2 		$2.12M Buy
18,162
+313
+2% +$35.9K 1.34% 17
2016
Q1 		$2.05M Sell
17,849
-611
-3% -$68.3K 1.27% 17
2015
Q4 		$2.02M Sell
18,460
-3,331
-15% -$368K 1.24% 18
2015
Q3 		$2.41M Buy
21,791
+573
+3% +$63.9K 1.5% 17
2015
Q2 		$2.38M Sell
21,218
-768
-3% -$86.8K 1.33% 18
2015
Q1 		$2.5M Sell
21,986
-447
-2% -$50.7K 1.39% 18
2014
Q4 		$2.51M Buy
22,433
+1,714
+8% +$194K 1.6% 21
2014
Q3 		$2.32M Buy
20,719
+876
+4% +$100K 1.61% 21
2014
Q2 		$2.29M Buy
19,843
+1,584
+9% +$180K 1.57% 20
2014
Q1 		$2.05M Buy
18,259
+2,584
+16% +$289K 1.57% 23
2013
Q4 		$1.72M Sell
15,675
-1,868
-11% -$209K 1.4% 36
2013
Q3 		$1.98M Sell
17,543
-2,399
-12% -$268K 2.58% 15
2013
Q2 		$2.23M Buy
+19,942
New +$2.36M 2.04% 14

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Camarda Financial Advisors's TIP Position: Q3 2019 in Review

Camarda Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 31 shares — an estimated $4K sold.

Camarda Financial Advisors first reported a position in TIP in Q2 2013 and held it in 25 quarters. The position peaked at $2.51M in Q4 2014. 805 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

  • Camarda Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 31 iShares TIPS Bond ETF shares in Q3 2019, an estimated $4K.
  • Camarda Financial Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 25 quarters.
  • Camarda Financial Advisors's iShares TIPS Bond ETF position peaked at $2.51M in Q4 2014.
  • 805 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.