SevenBridge Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-19	Closed	-$2K	–	530
2019 Q2	$2K	Hold	19	–	–	﹤0.01%	598
2019 Q1	$2K	Hold	19	–	–	﹤0.01%	568
2018 Q4	$2K	Hold	19	–	–	﹤0.01%	529
2018 Q3	$2K	Hold	19	–	–	﹤0.01%	559
2018 Q2	$2K	Hold	19	–	–	﹤0.01%	565
2018 Q1	$2K	Hold	19	–	–	﹤0.01%	575
2017 Q4	$2K	Hold	19	–	–	﹤0.01%	587
2017 Q3	$2K	Hold	19	–	–	﹤0.01%	579
2017 Q2	$2K	Hold	19	–	–	﹤0.01%	601
2017 Q1	$2K	Sell	19 -4	-17%	-$456	﹤0.01%	589
2016 Q4	$3K	Hold	23	–	–	﹤0.01%	572
2016 Q3	$3K	Hold	23	–	–	﹤0.01%	556
2016 Q2	$3K	Buy	+23	New	+$2.64K	﹤0.01%	659

Other funds holding TIP

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

SevenBridge Financial Group's TIP Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 19 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in TIP in Q2 2016 and held it in 13 quarters. The position peaked at $3K in Q4 2016. 804 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 19 iShares TIPS Bond ETF shares in Q3 2019, an estimated $2K.
SevenBridge Financial Group first reported a position in iShares TIPS Bond ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares TIPS Bond ETF position peaked at $3K in Q4 2016.
804 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.