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Capital Wealth Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Capital Wealth Planning’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
2020
Q2 		– Sell
-2,044
Closed -$241K – 202
2020
Q1 		$241K Buy
+2,044
New +$241K 0.02% 190
2019
Q4 		– Sell
-2,293
Closed -$266K – 240
2019
Q3 		$266K Buy
2,293
+556
+32% +$64.5K 0.02% 204
2019
Q2 		$201K Buy
+1,737
New +$198K 0.01% 236

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Wealth Planning's TIP Position: Q2 2020 in Review

Capital Wealth Planning sold out of iShares TIPS Bond ETF (TIP) in Q2 2020, closing a stake of 2,044 shares — an estimated $241K sold.

Capital Wealth Planning first reported a position in TIP in Q2 2019 and held it in 3 quarters. The position peaked at $266K in Q3 2019. 921 funds tracked by Wall St. Rank hold TIP as of Q2 2020.

  • Capital Wealth Planning reported no remaining iShares TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 2,044 iShares TIPS Bond ETF shares in Q2 2020, an estimated $241K.
  • Capital Wealth Planning first reported a position in iShares TIPS Bond ETF in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's iShares TIPS Bond ETF position peaked at $266K in Q3 2019.
  • 921 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.