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Shufro Rose & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Shufro Rose & Co’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
Q4 		– Sell
-260
Closed -$30K – 343
2019
Q3 		$30K Buy
+260
New +$30.2K ﹤0.01% 318
2018
Q2 		– Sell
-3,034
Closed -$343K – 314
2018
Q1 		$343K Buy
3,034
+1
+0% +$113 0.03% 210
2017
Q4 		$346K Buy
3,033
+547
+22% +$62.2K 0.03% 207
2017
Q3 		$282K Hold
2,486
– – 0.03% 233
2017
Q2 		$282K Hold
2,486
– – 0.03% 211
2017
Q1 		$285K Buy
+2,486
New +$283K 0.03% 216

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Shufro Rose & Co's TIP Position: Q4 2019 in Review

Shufro Rose & Co sold out of iShares TIPS Bond ETF (TIP) in Q4 2019, closing a stake of 260 shares — an estimated $30K sold.

Shufro Rose & Co first reported a position in TIP in Q1 2017 and held it in 6 quarters. The position peaked at $346K in Q4 2017. 926 funds tracked by Wall St. Rank hold TIP as of Q4 2019.

  • Shufro Rose & Co reported no remaining iShares TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Shufro Rose & Co sold 260 iShares TIPS Bond ETF shares in Q4 2019, an estimated $30K.
  • Shufro Rose & Co first reported a position in iShares TIPS Bond ETF in Q1 2017 and held it in 6 quarters.
  • Shufro Rose & Co's iShares TIPS Bond ETF position peaked at $346K in Q4 2017.
  • 926 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2019.

Based on Shufro Rose & Co's 13F filing for Q4 2019, filed 28 Jan 2020.