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MKD Wealth Coaches’s iShares TIPS Bond ETF TIP Stock Holding History

MKD Wealth Coaches’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
2021
Q1 		– Sell
-23,801
Closed -$3.04M – 25
2020
Q4 		$3.04M Buy
23,801
+3,263
+16% +$412K 4.87% 4
2020
Q3 		$2.6M Buy
+20,538
New +$2.58M 3.71% 9
2020
Q1 		– Sell
-54,400
Closed -$6.34M – 54
2019
Q4 		$6.34M Buy
+54,400
New +$6.32M 5.4% 6
2019
Q3 		– Sell
-150
Closed -$17K – 184
2019
Q2 		$17K Buy
+150
New +$17.1K 0.02% 133

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MKD Wealth Coaches's TIP Position: Q1 2021 in Review

MKD Wealth Coaches sold out of iShares TIPS Bond ETF (TIP) in Q1 2021, closing a stake of 23,801 shares — an estimated $3.04M sold.

MKD Wealth Coaches first reported a position in TIP in Q2 2019 and held it in 4 quarters. The position peaked at $6.34M in Q4 2019. 1,094 funds tracked by Wall St. Rank hold TIP as of Q1 2021.

  • MKD Wealth Coaches reported no remaining iShares TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
  • MKD Wealth Coaches sold 23,801 iShares TIPS Bond ETF shares in Q1 2021, an estimated $3.04M.
  • MKD Wealth Coaches first reported a position in iShares TIPS Bond ETF in Q2 2019 and held it in 4 quarters.
  • MKD Wealth Coaches's iShares TIPS Bond ETF position peaked at $6.34M in Q4 2019.
  • 1,094 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2021.

Based on MKD Wealth Coaches's 13F filing for Q1 2021, filed 6 Apr 2021.