FCA
TIP icon

FLC Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

FLC Capital 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
2022
Q4 		– Sell
-2,685
Closed -$282K – 171
2022
Q3 		$282K Buy
+2,685
New +$304K 0.1% 130
2022
Q2 		– Sell
-3,171
Closed -$395K – 164
2022
Q1 		$395K Sell
3,171
-1,987
-39% -$250K 0.11% 117
2021
Q4 		$666K Sell
5,158
-4,584
-47% -$591K 0.19% 97
2021
Q3 		$1.24M Buy
9,742
+3,802
+64% +$490K 0.37% 70
2021
Q2 		$760K Buy
+5,940
New +$755K 0.22% 93

Other funds holding TIP

BlackRock
BlackRock New York $5.7T 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return