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

DSC 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	-2,000	Closed	-$231K	–	100
2019 Q2	$231K	Buy	+2,000	New	+$227K	0.04%	73
2018 Q1	–	Sell	-10,940	Closed	-$1.25M	–	93
2017 Q4	$1.25M	Buy	+10,940	New	+$1.24M	0.72%	28
2017 Q3	–	Sell	-18,000	Closed	-$2.04M	–	74
2017 Q2	$2.04M	Buy	+18,000	New	+$2.06M	0.67%	23
2016 Q4	–	Sell	-12,420	Closed	-$1.45M	–	69
2016 Q3	$1.45M	Sell	12,420 -1,200	-9%	-$139K	0.88%	24
2016 Q2	$1.59M	Buy	13,620 +9,180	+207%	+$1.05M	1%	25
2016 Q1	$509K	Sell	4,440 -780	-15%	-$87.1K	0.3%	41
2015 Q4	$573K	Sell	5,220 -1,165	-18%	-$129K	0.3%	37
2015 Q3	$707K	Buy	+6,385	New	+$712K	0.34%	46
2015 Q2	–	Sell	-13,500	Closed	-$1.53M	–	87
2015 Q1	$1.53M	Buy	13,500 +3,000	+29%	+$340K	0.81%	30
2014 Q4	$1.18M	Buy	10,500 +7,100	+209%	+$802K	0.68%	29
2014 Q3	$381K	Buy	+3,400	New	+$389K	0.19%	55

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DSC Advisors's TIP Position: Q3 2019 in Review

DSC Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 2,000 shares — an estimated $231K sold.

DSC Advisors first reported a position in TIP in Q3 2014 and held it in 11 quarters. The position peaked at $2.04M in Q2 2017. 804 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

DSC Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
DSC Advisors sold 2,000 iShares TIPS Bond ETF shares in Q3 2019, an estimated $231K.
DSC Advisors first reported a position in iShares TIPS Bond ETF in Q3 2014 and held it in 11 quarters.
DSC Advisors's iShares TIPS Bond ETF position peaked at $2.04M in Q2 2017.
804 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

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