Tatro Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Tatro Capital’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
2020 Q1	–	Sell	-2,068	Closed	-$241K	–	77
2019 Q4	$241K	Buy	+2,068	New	+$240K	0.22%	47

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tatro Capital's TIP Position: Q1 2020 in Review

Tatro Capital sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 2,068 shares — an estimated $241K sold.

Tatro Capital first reported a position in TIP in Q4 2019 and held it in 1 quarter. The position peaked at $241K in Q4 2019. 895 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

Tatro Capital reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
Tatro Capital sold 2,068 iShares TIPS Bond ETF shares in Q1 2020, an estimated $241K.
Tatro Capital first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 1 quarter.
Tatro Capital's iShares TIPS Bond ETF position peaked at $241K in Q4 2019.
895 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Tatro Capital's 13F filing for Q1 2020, filed 24 Apr 2020.