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GenWealth Group’s iShares TIPS Bond ETF TIP Stock Holding History

GenWealth 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
2020
Q3 		– Sell
-2,228
Closed -$274K – 69
2020
Q2 		$274K Sell
2,228
-26,118
-92% -$3.18M 0.11% 61
2020
Q1 		$3.34M Sell
28,346
-1,952
-6% -$230K 1.46% 12
2019
Q4 		$3.53M Sell
30,298
-686
-2% -$79.7K 1.37% 24
2019
Q3 		$3.6M Buy
30,984
+530
+2% +$61.5K 1.5% 20
2019
Q2 		$3.49M Sell
30,454
-2,362
-7% -$269K 1.49% 18
2019
Q1 		$3.7M Sell
32,816
-5,825
-15% -$646K 1.67% 16
2018
Q4 		$4.23M Sell
38,641
-634
-2% -$69.2K 2.11% 11
2018
Q3 		$4.33M Sell
39,275
-45
-0.1% -$5.03K 2% 13
2018
Q2 		$4.43M Buy
39,320
+408
+1% +$45.8K 2.18% 13
2018
Q1 		$4.4M Sell
38,912
-1,152
-3% -$130K 2.26% 11
2017
Q4 		$4.53M Sell
40,064
-2,717
-6% -$309K 2.27% 14
2017
Q3 		$4.86M Buy
+42,781
New +$4.87M 2.91% 14

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GenWealth Group's TIP Position: Q3 2020 in Review

GenWealth Group sold out of iShares TIPS Bond ETF (TIP) in Q3 2020, closing a stake of 2,228 shares — an estimated $274K sold.

GenWealth Group first reported a position in TIP in Q3 2017 and held it in 12 quarters. The position peaked at $4.86M in Q3 2017. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

  • GenWealth Group reported no remaining iShares TIPS Bond ETF position as of Q3 2020 after selling out during the quarter.
  • GenWealth Group sold 2,228 iShares TIPS Bond ETF shares in Q3 2020, an estimated $274K.
  • GenWealth Group first reported a position in iShares TIPS Bond ETF in Q3 2017 and held it in 12 quarters.
  • GenWealth Group's iShares TIPS Bond ETF position peaked at $4.86M in Q3 2017.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on GenWealth Group's 13F filing for Q3 2020, filed 19 Oct 2020.