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MCF Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

MCF 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
-11
Closed -$1.18K – 1060
2024
Q2 		$1.18K Buy
+11
New +$1.17K ﹤0.01% 894
2023
Q4 		– Sell
-21
Closed -$2.18K – 985
2023
Q3 		$2.18K Buy
+21
New +$2.22K ﹤0.01% 756
2022
Q4 		– Sell
-103
Closed -$11K – 876
2022
Q3 		$11K Buy
+103
New +$11.7K ﹤0.01% 546
2020
Q3 		– Sell
-117
Closed -$14K – 501
2020
Q2 		$14K Sell
117
-438
-79% -$53.3K ﹤0.01% 338
2020
Q1 		$65K Hold
555
– – 0.01% 210
2019
Q4 		$65K Buy
+555
New +$64.5K 0.01% 226
2018
Q4 		– Sell
-123
Closed -$14K – 503
2018
Q3 		$14K Buy
+123
New +$13.7K ﹤0.01% 335
2018
Q1 		– Sell
-560
Closed -$64K – 508
2017
Q4 		$64K Buy
560
+537
+2,335% +$61.1K 0.01% 203
2017
Q3 		$3K Sell
23
-35
-60% -$3.98K ﹤0.01% 431
2017
Q2 		$7K Sell
58
-1,798
-97% -$205K ﹤0.01% 387
2017
Q1 		$213K Buy
+1,856
New +$211K 0.04% 98
2015
Q3 		– Sell
-47
Closed -$5K – 450
2015
Q2 		$5K Buy
+47
New +$5.31K ﹤0.01% 389
2013
Q4 		– Sell
-2,370
Closed -$273K – 430
2013
Q3 		$273K Buy
2,370
+972
+70% +$108K 0.15% 65
2013
Q2 		$161K Buy
+1,398
New +$165K 0.1% 83

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

MCF Advisors's TIP Position: Q3 2024 in Review

MCF Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 11 shares — an estimated $1.18K sold.

MCF Advisors first reported a position in TIP in Q2 2013 and held it in 14 quarters. The position peaked at $273K in Q3 2013. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • MCF Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • MCF Advisors sold 11 iShares TIPS Bond ETF shares in Q3 2024, an estimated $1.18K.
  • MCF Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 14 quarters.
  • MCF Advisors's iShares TIPS Bond ETF position peaked at $273K in Q3 2013.
  • 961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on MCF Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.