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SevenOneSeven Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

SevenOneSeven Capital 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
2021
Q2 		– Sell
-171
Closed -$21K – 72
2021
Q1 		$21K Buy
+171
New +$21.6K 0.08% 54

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Fidelity Investments
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PCA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
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Wells Fargo
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SevenOneSeven Capital Management's TIP Position: Q2 2021 in Review

SevenOneSeven Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2021, closing a stake of 171 shares — an estimated $21K sold.

SevenOneSeven Capital Management first reported a position in TIP in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 1,137 funds tracked by Wall St. Rank hold TIP as of Q2 2021.

  • SevenOneSeven Capital Management reported no remaining iShares TIPS Bond ETF position as of Q2 2021 after selling out during the quarter.
  • SevenOneSeven Capital Management sold 171 iShares TIPS Bond ETF shares in Q2 2021, an estimated $21K.
  • SevenOneSeven Capital Management first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 1 quarter.
  • SevenOneSeven Capital Management's iShares TIPS Bond ETF position peaked at $21K in Q1 2021.
  • 1,137 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2021.

Based on SevenOneSeven Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.