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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024
Q3 		– Sell
-831
Closed -$89.6K – 593
2024
Q2 		$89.6K Buy
831
+175
+27% +$18.6K ﹤0.01% 344
2024
Q1 		$69.4K Hold
656
– – ﹤0.01% 367
2023
Q4 		$70.8K Hold
656
– – ﹤0.01% 378
2023
Q3 		$68K Sell
656
-120
-15% -$12.7K ﹤0.01% 395
2023
Q2 		$83.5K Hold
776
– – ﹤0.01% 384
2023
Q1 		$85.6K Buy
776
+536
+223% +$58K ﹤0.01% 360
2022
Q4 		$25.5K Hold
240
– – ﹤0.01% 449
2022
Q3 		$25K Hold
240
– – ﹤0.01% 474
2022
Q2 		$27K Hold
240
– – ﹤0.01% 482
2022
Q1 		$30K Sell
240
-1,754
-88% -$221K ﹤0.01% 489
2021
Q4 		$258K Buy
+1,994
New +$257K ﹤0.01% 285
2021
Q3 		– Sell
-1,500
Closed -$192K – 923
2021
Q2 		$192K Buy
+1,500
New +$191K ﹤0.01% 327
2021
Q1 		– Sell
-1,205
Closed -$154K – 663
2020
Q4 		$154K Sell
1,205
-241
-17% -$30.4K ﹤0.01% 300
2020
Q3 		$183K Buy
+1,446
New +$182K ﹤0.01% 268
2018
Q2 		– Sell
-593
Closed -$67K – 730
2018
Q1 		$67K Buy
+593
New +$66.8K ﹤0.01% 408
2017
Q3 		– Sell
-250
Closed -$28K – 896
2017
Q2 		$28K Hold
250
– – ﹤0.01% 465
2017
Q1 		$29K Buy
+250
New +$28.5K ﹤0.01% 463
2016
Q1 		– Sell
-210
Closed -$23K – 647
2015
Q4 		$23K Buy
210
+160
+320% +$17.7K ﹤0.01% 503
2015
Q3 		$6K Hold
50
– – ﹤0.01% 576
2015
Q2 		$6K Hold
50
– – ﹤0.01% 576
2015
Q1 		$6K Hold
50
– – ﹤0.01% 587
2014
Q4 		$6K Hold
50
– – ﹤0.01% 592
2014
Q3 		$6K Hold
50
– – ﹤0.01% 562
2014
Q2 		$6K Hold
50
– – ﹤0.01% 583
2014
Q1 		$6K Hold
50
– – ﹤0.01% 575
2013
Q4 		$5K Hold
50
– – ﹤0.01% 556
2013
Q3 		$6K Hold
50
– – ﹤0.01% 513
2013
Q2 		$6K Buy
+50
New +$5.92K ﹤0.01% 559

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TIP Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 831 shares — an estimated $89.6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TIP in Q2 2013 and held it in 28 quarters. The position peaked at $258K in Q4 2021. 960 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 831 iShares TIPS Bond ETF shares in Q3 2024, an estimated $89.6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 28 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares TIPS Bond ETF position peaked at $258K in Q4 2021.
  • 960 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.