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Sterling Global Strategies’s iShares TIPS Bond ETF TIP Stock Holding History

Sterling Global Strategies’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
Q1 		– Sell
-131
Closed -$14.4K – 176
2018
Q4 		$14.4K Buy
+131
New +$14.3K 0.07% 131
2018
Q3 		– Sell
-2,086
Closed -$235K – 31
2018
Q2 		$235K Buy
+2,086
New +$234K 1.52% 24

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sterling Global Strategies's TIP Position: Q1 2019 in Review

Sterling Global Strategies sold out of iShares TIPS Bond ETF (TIP) in Q1 2019, closing a stake of 131 shares — an estimated $14.4K sold.

Sterling Global Strategies first reported a position in TIP in Q2 2018 and held it in 2 quarters. The position peaked at $235K in Q2 2018. 825 funds tracked by Wall St. Rank hold TIP as of Q1 2019.

  • Sterling Global Strategies reported no remaining iShares TIPS Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Sterling Global Strategies sold 131 iShares TIPS Bond ETF shares in Q1 2019, an estimated $14.4K.
  • Sterling Global Strategies first reported a position in iShares TIPS Bond ETF in Q2 2018 and held it in 2 quarters.
  • Sterling Global Strategies's iShares TIPS Bond ETF position peaked at $235K in Q2 2018.
  • 825 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2019.

Based on Sterling Global Strategies's 13F filing for Q1 2019, filed 15 May 2019.