EWM
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Executive Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Executive Wealth Management’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
-458
Closed -$53K – 721
2019
Q2 		$53K Buy
458
+358
+358% +$40.7K 0.01% 285
2019
Q1 		$11K Sell
100
-248
-71% -$27.5K ﹤0.01% 538
2018
Q4 		$38K Buy
+348
New +$38K 0.01% 323

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
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
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

Executive Wealth Management's TIP Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 458 shares — an estimated $53K sold.

Executive Wealth Management first reported a position in TIP in Q4 2018 and held it in 3 quarters. The position peaked at $53K in Q2 2019. 804 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 458 iShares TIPS Bond ETF shares in Q3 2019, an estimated $53K.
  • Executive Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares TIPS Bond ETF position peaked at $53K in Q2 2019.
  • 804 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.