Fort Pitt Capital Group’s iShares TIPS Bond ETF TIP Stock Holding History

Fort Pitt Capital Group’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
2021 Q3	–	Sell	-2,614	Closed	-$335K	–	168
2021 Q2	$335K	Buy	+2,614	New	+$332K	0.01%	145
2021 Q1	–	Sell	-677	Closed	-$86K	–	326
2020 Q4	$86K	Buy	+677	New	+$85.4K	﹤0.01%	167
2020 Q3	–	Sell	-3,040	Closed	-$374K	–	160
2020 Q2	$374K	Buy	3,040 +9	+0.3%	+$1.09K	0.02%	125
2020 Q1	$357K	Buy	3,031 +1,238	+69%	+$146K	0.02%	124
2019 Q4	$209K	Buy	+1,793	New	+$208K	0.01%	157
2019 Q1	–	Sell	-2,838	Closed	-$311K	–	162
2018 Q4	$311K	Buy	+2,838	New	+$310K	0.02%	131
2018 Q1	–	Sell	-2,455	Closed	-$280K	–	142
2017 Q4	$280K	Hold	2,455	–	–	0.02%	108
2017 Q3	$279K	Hold	2,455	–	–	0.02%	101
2017 Q2	$278K	Buy	2,455 +33	+1%	+$3.77K	0.03%	96
2017 Q1	$278K	Buy	2,422 +245	+11%	+$27.9K	0.03%	90
2016 Q4	$246K	Buy	+2,177	New	+$249K	0.02%	104

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Fort Pitt Capital Group's TIP Position: Q3 2021 in Review

Fort Pitt Capital Group sold out of iShares TIPS Bond ETF (TIP) in Q3 2021, closing a stake of 2,614 shares — an estimated $335K sold.

Fort Pitt Capital Group first reported a position in TIP in Q4 2016 and held it in 11 quarters. The position peaked at $374K in Q2 2020. 1,189 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

Fort Pitt Capital Group reported no remaining iShares TIPS Bond ETF position as of Q3 2021 after selling out during the quarter.
Fort Pitt Capital Group sold 2,614 iShares TIPS Bond ETF shares in Q3 2021, an estimated $335K.
Fort Pitt Capital Group first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 11 quarters.
Fort Pitt Capital Group's iShares TIPS Bond ETF position peaked at $374K in Q2 2020.
1,189 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Fort Pitt Capital Group's 13F filing for Q3 2021, filed 5 Nov 2021.