CWSR
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Chessman Wealth Strategies RIA’s iShares TIPS Bond ETF TIP Stock Holding History

Chessman Wealth Strategies RIA’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
-700
Closed -$77K – 159
2018
Q3 		$77K Buy
+700
New +$78.2K 0.07% 44

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

Chessman Wealth Strategies RIA's TIP Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of iShares TIPS Bond ETF (TIP) in Q4 2018, closing a stake of 700 shares — an estimated $77K sold.

Chessman Wealth Strategies RIA first reported a position in TIP in Q3 2018 and held it in 1 quarter. The position peaked at $77K in Q3 2018. 801 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining iShares TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 700 iShares TIPS Bond ETF shares in Q4 2018, an estimated $77K.
  • Chessman Wealth Strategies RIA first reported a position in iShares TIPS Bond ETF in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's iShares TIPS Bond ETF position peaked at $77K in Q3 2018.
  • 801 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.