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Guidant Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Guidant Wealth 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
2019
Q3 		$8.74M Buy
75,177
+4,277
+6% +$496K 3.25% 8
2019
Q2 		$8.19M Sell
70,900
-197
-0.3% -$22.4K 3.16% 8
2019
Q1 		$8.04M Buy
71,097
+3,154
+5% +$350K 3.13% 8
2018
Q4 		$7.44M Sell
67,943
-5,418
-7% -$591K 3.47% 8
2018
Q3 		$8.08M Buy
73,361
+2,030
+3% +$227K 3.38% 12
2018
Q2 		$8.02M Buy
71,331
+3,434
+5% +$385K 3.49% 12
2018
Q1 		$7.66M Buy
67,897
+7,490
+12% +$843K 3.47% 13
2017
Q4 		$6.87M Buy
60,407
+692
+1% +$78.7K 3.08% 16
2017
Q3 		$6.77M Buy
59,715
+3,585
+6% +$408K 4.81% 9
2017
Q2 		$6.31M Buy
56,130
+1,742
+3% +$199K 3.26% 10
2017
Q1 		$6.25M Buy
54,388
+1,662
+3% +$189K 3.28% 8
2016
Q4 		$6.01M Sell
52,726
-337
-0.6% -$38.5K 3.41% 7
2016
Q3 		$6.14M Buy
+53,063
New +$6.16M 3.78% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Guidant Wealth Advisors's TIP Position: Q3 2019 in Review

Guidant Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 6% in Q3 2019, buying an estimated $496K and bringing the position to 75,177 shares worth $8.74M. The position accounts for 3.25% of the portfolio, ranked #8.

Guidant Wealth Advisors first reported a position in TIP in Q3 2016 and has held it in 13 quarters since. 804 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

  • Guidant Wealth Advisors held 75,177 shares of iShares TIPS Bond ETF worth $8.74M as of Q3 2019.
  • Guidant Wealth Advisors bought 4,277 iShares TIPS Bond ETF shares in Q3 2019, an estimated $496K.
  • iShares TIPS Bond ETF made up 3.25% of Guidant Wealth Advisors's portfolio in Q3 2019, its #8 holding.
  • Guidant Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q3 2016 and has held it in 13 quarters since.
  • 804 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.