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Julex Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Julex Capital Management’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 		$82K Sell
707
-123,395
-99% -$14.3M 0.19% 18
2019
Q2 		$14.3M Buy
124,102
+123,329
+15,955% +$14M 15.8% 2
2019
Q1 		$87.4K Buy
773
+724
+1,478% +$80.3K 0.08% 20
2018
Q4 		$5K Buy
+49
New +$5.35K ﹤0.01% 43

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Julex Capital Management's TIP Position: Q3 2019 in Review

Julex Capital Management reduced its iShares TIPS Bond ETF (TIP) stake by 99% in Q3 2019, selling an estimated $14.3M and leaving 707 shares worth $82K. The position accounts for 0.19% of the portfolio, ranked #18.

Julex Capital Management first reported a position in TIP in Q4 2018 and has held it in 4 quarters since. The position peaked at $14.3M in Q2 2019. 805 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

  • Julex Capital Management held 707 shares of iShares TIPS Bond ETF worth $82K as of Q3 2019.
  • Julex Capital Management sold 123,395 iShares TIPS Bond ETF shares in Q3 2019, an estimated $14.3M.
  • iShares TIPS Bond ETF made up 0.19% of Julex Capital Management's portfolio in Q3 2019, its #18 holding.
  • Julex Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • Julex Capital Management's iShares TIPS Bond ETF position peaked at $14.3M in Q2 2019.
  • 805 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.