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Southern Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Southern Capital Advisors’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
2023
Q1 		– Sell
-2,067
Closed -$220K – 84
2022
Q4 		$220K Sell
2,067
-204
-9% -$21.8K 0.17% 65
2022
Q3 		$238K Sell
2,271
-721
-24% -$81.7K 0.19% 55
2022
Q2 		$341K Sell
2,992
-4
-0.1% -$474 0.27% 48
2022
Q1 		$373K Sell
2,996
-46,873
-94% -$5.9M 0.26% 48
2021
Q4 		$6.44M Buy
+49,869
New +$6.43M 3.98% 7

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Southern Capital Advisors's TIP Position: Q1 2023 in Review

Southern Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 2,067 shares — an estimated $220K sold.

Southern Capital Advisors first reported a position in TIP in Q4 2021 and held it in 5 quarters. The position peaked at $6.44M in Q4 2021. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Southern Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Southern Capital Advisors sold 2,067 iShares TIPS Bond ETF shares in Q1 2023, an estimated $220K.
  • Southern Capital Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 5 quarters.
  • Southern Capital Advisors's iShares TIPS Bond ETF position peaked at $6.44M in Q4 2021.
  • 1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Southern Capital Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.