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Fusion Family Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Fusion Family Wealth’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
Q1 		– Sell
-15
Closed -$2K – 235
2018
Q4 		$2K Hold
15
– – ﹤0.01% 225
2018
Q3 		$2K Sell
15
-101
-87% -$11.3K ﹤0.01% 239
2018
Q2 		$13K Hold
116
– – ﹤0.01% 206
2018
Q1 		$13K Sell
116
-22
-16% -$2.48K ﹤0.01% 191
2017
Q4 		$16K Sell
138
-150
-52% -$17.1K ﹤0.01% 194
2017
Q3 		$33K Sell
288
-200
-41% -$22.8K 0.01% 107
2017
Q2 		$55K Hold
488
– – 0.02% 119
2017
Q1 		$56K Sell
488
-737
-60% -$84K 0.02% 114
2016
Q4 		$139K Buy
+1,225
New +$140K 0.08% 80

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fusion Family Wealth's TIP Position: Q1 2019 in Review

Fusion Family Wealth sold out of iShares TIPS Bond ETF (TIP) in Q1 2019, closing a stake of 15 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in TIP in Q4 2016 and held it in 9 quarters. The position peaked at $139K in Q4 2016. 825 funds tracked by Wall St. Rank hold TIP as of Q1 2019.

  • Fusion Family Wealth reported no remaining iShares TIPS Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 15 iShares TIPS Bond ETF shares in Q1 2019, an estimated $2K.
  • Fusion Family Wealth first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 9 quarters.
  • Fusion Family Wealth's iShares TIPS Bond ETF position peaked at $139K in Q4 2016.
  • 825 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.