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Equitable Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Equitable Trust’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
Q1 		– Sell
-3,198
Closed -$373K – 334
2019
Q4 		$373K Sell
3,198
-885
-22% -$103K 0.04% 224
2019
Q3 		$475K Hold
4,083
– – 0.05% 203
2019
Q2 		$472K Buy
+4,083
New +$464K 0.05% 203

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Trust's TIP Position: Q1 2020 in Review

Equitable Trust sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 3,198 shares — an estimated $373K sold.

Equitable Trust first reported a position in TIP in Q2 2019 and held it in 3 quarters. The position peaked at $475K in Q3 2019. 896 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

  • Equitable Trust reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Equitable Trust sold 3,198 iShares TIPS Bond ETF shares in Q1 2020, an estimated $373K.
  • Equitable Trust first reported a position in iShares TIPS Bond ETF in Q2 2019 and held it in 3 quarters.
  • Equitable Trust's iShares TIPS Bond ETF position peaked at $475K in Q3 2019.
  • 896 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Equitable Trust's 13F filing for Q1 2020, filed 21 May 2020.