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GM Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

GM Advisory 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
2017
Q1 		– Sell
-11,541
Closed -$1.31M – 120
2016
Q4 		$1.31M Buy
11,541
+110
+1% +$12.6K 0.46% 36
2016
Q3 		$1.33M Buy
11,431
+223
+2% +$25.9K 0.5% 31
2016
Q2 		$1.31M Buy
+11,208
New +$1.29M 0.49% 30

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GM Advisory Group's TIP Position: Q1 2017 in Review

GM Advisory Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2017, closing a stake of 11,541 shares — an estimated $1.31M sold.

GM Advisory Group first reported a position in TIP in Q2 2016 and held it in 3 quarters. The position peaked at $1.33M in Q3 2016. 667 funds tracked by Wall St. Rank hold TIP as of Q1 2017.

  • GM Advisory Group reported no remaining iShares TIPS Bond ETF position as of Q1 2017 after selling out during the quarter.
  • GM Advisory Group sold 11,541 iShares TIPS Bond ETF shares in Q1 2017, an estimated $1.31M.
  • GM Advisory Group first reported a position in iShares TIPS Bond ETF in Q2 2016 and held it in 3 quarters.
  • GM Advisory Group's iShares TIPS Bond ETF position peaked at $1.33M in Q3 2016.
  • 667 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2017.

Based on GM Advisory Group's 13F filing for Q1 2017, filed 12 May 2017.