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Sequoia Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Sequoia Wealth Management’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
2019
Q2 		– Sell
-2,119
Closed -$239K – 74
2019
Q1 		$239K Buy
+2,119
New +$235K 0.19% 67
2018
Q4 		– Sell
-2,122
Closed -$232K – 70
2018
Q3 		$232K Buy
+2,122
New +$237K 0.2% 55

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sequoia Wealth Management's TIP Position: Q2 2019 in Review

Sequoia Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2019, closing a stake of 2,119 shares — an estimated $239K sold.

Sequoia Wealth Management first reported a position in TIP in Q3 2018 and held it in 2 quarters. The position peaked at $239K in Q1 2019. 817 funds tracked by Wall St. Rank hold TIP as of Q2 2019.

  • Sequoia Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 2,119 iShares TIPS Bond ETF shares in Q2 2019, an estimated $239K.
  • Sequoia Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2018 and held it in 2 quarters.
  • Sequoia Wealth Management's iShares TIPS Bond ETF position peaked at $239K in Q1 2019.
  • 817 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2019.

Based on Sequoia Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.