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Strategic Capital Advisers’s iShares TIPS Bond ETF TIP Stock Holding History

Strategic Capital Advisers’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
-343
Closed -$40K – 79
2019
Q3 		$40K Buy
+343
New +$39.8K 0.04% 61

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Strategic Capital Advisers's TIP Position: Q4 2019 in Review

Strategic Capital Advisers sold out of iShares TIPS Bond ETF (TIP) in Q4 2019, closing a stake of 343 shares — an estimated $40K sold.

Strategic Capital Advisers first reported a position in TIP in Q3 2019 and held it in 1 quarter. The position peaked at $40K in Q3 2019. 927 funds tracked by Wall St. Rank hold TIP as of Q4 2019.

  • Strategic Capital Advisers reported no remaining iShares TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Capital Advisers sold 343 iShares TIPS Bond ETF shares in Q4 2019, an estimated $40K.
  • Strategic Capital Advisers first reported a position in iShares TIPS Bond ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Capital Advisers's iShares TIPS Bond ETF position peaked at $40K in Q3 2019.
  • 927 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2019.

Based on Strategic Capital Advisers's 13F filing for Q4 2019, filed 27 Jan 2020.