Pinnacle Wealth Management Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2022 Q4	–	Sell	-5,970	Closed	-$626K	–	310
2022 Q3	$626K	Buy	5,970 +1,320	+28%	+$149K	0.1%	133
2022 Q2	$530K	Sell	4,650 -200	-4%	-$23.7K	0.09%	166
2022 Q1	$604K	Sell	4,850 -86	-2%	-$10.8K	0.09%	165
2021 Q4	$638K	Buy	4,936 +50	+1%	+$6.45K	0.1%	154
2021 Q3	$624K	Buy	4,886 +136	+3%	+$17.5K	0.15%	131
2021 Q2	$608K	Buy	4,750 +100	+2%	+$12.7K	0.14%	132
2021 Q1	$584K	Buy	+4,650	New	+$589K	0.16%	111
2015 Q4	–	Sell	-2,920	Closed	-$323K	–	111
2015 Q3	$323K	Hold	2,920	–	–	0.31%	73
2015 Q2	$327K	Buy	+2,920	New	+$330K	0.3%	80

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's TIP Position: Q4 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 5,970 shares — an estimated $626K sold.

Pinnacle Wealth Management Advisory Group first reported a position in TIP in Q2 2015 and held it in 9 quarters. The position peaked at $638K in Q4 2021. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

Pinnacle Wealth Management Advisory Group reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 5,970 iShares TIPS Bond ETF shares in Q4 2022, an estimated $626K.
Pinnacle Wealth Management Advisory Group first reported a position in iShares TIPS Bond ETF in Q2 2015 and held it in 9 quarters.
Pinnacle Wealth Management Advisory Group's iShares TIPS Bond ETF position peaked at $638K in Q4 2021.
1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.