KJWM
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Kiley Juergens Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-374
Closed -$41K – 580
2018
Q3 		$41K Buy
374
+220
+143% +$24.6K 0.03% 263
2018
Q2 		$17K Buy
+154
New +$17.3K 0.02% 358
2018
Q1 		– Sell
-249
Closed -$28K – 543
2017
Q4 		$28K Buy
+249
New +$28.3K 0.03% 294

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiley Juergens Wealth Management's TIP Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2018, closing a stake of 374 shares — an estimated $41K sold.

Kiley Juergens Wealth Management first reported a position in TIP in Q4 2017 and held it in 3 quarters. The position peaked at $41K in Q3 2018. 801 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 374 iShares TIPS Bond ETF shares in Q4 2018, an estimated $41K.
  • Kiley Juergens Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's iShares TIPS Bond ETF position peaked at $41K in Q3 2018.
  • 801 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.