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Private Wealth Group’s iShares TIPS Bond ETF TIP Stock Holding History

Private Wealth 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
2020
Q1 		– Sell
-15,782
Closed -$1.84M – 40
2019
Q4 		$1.84M Sell
15,782
-388
-2% -$45.1K 1.91% 15
2019
Q3 		$1.88M Buy
16,170
+119
+0.7% +$13.8K 1.68% 18
2019
Q2 		$1.85M Sell
16,051
-257
-2% -$29.2K 1.69% 20
2019
Q1 		$1.84M Buy
+16,308
New +$1.81M 1.69% 18
2018
Q3 		– Sell
-19,597
Closed -$2.21M – 30
2018
Q2 		$2.21M Buy
19,597
+604
+3% +$67.8K 2.11% 17
2018
Q1 		$2.15M Buy
18,993
+2,338
+14% +$263K 3.65% 11
2017
Q4 		$1.9M Buy
+16,655
New +$1.89M 2.19% 16

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Wealth Group's TIP Position: Q1 2020 in Review

Private Wealth Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 15,782 shares — an estimated $1.84M sold.

Private Wealth Group first reported a position in TIP in Q4 2017 and held it in 7 quarters. The position peaked at $2.21M in Q2 2018. 897 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

  • Private Wealth Group reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Group sold 15,782 iShares TIPS Bond ETF shares in Q1 2020, an estimated $1.84M.
  • Private Wealth Group first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 7 quarters.
  • Private Wealth Group's iShares TIPS Bond ETF position peaked at $2.21M in Q2 2018.
  • 897 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Private Wealth Group's 13F filing for Q1 2020, filed 12 May 2020.