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TCG Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

TCG 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
2020
Q3 		– Sell
-3,604
Closed -$443K – 113
2020
Q2 		$443K Buy
+3,604
New +$438K 0.25% 88
2019
Q3 		– Sell
-1
Closed – – 376
2019
Q2 		$0 Hold
1
– – ﹤0.01% 558
2019
Q1 		$0 Buy
+1
New +$111 ﹤0.01% 504

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TCG Advisors's TIP Position: Q3 2020 in Review

TCG Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2020, closing a stake of 3,604 shares — an estimated $443K sold.

TCG Advisors first reported a position in TIP in Q1 2019 and held it in 3 quarters. The position peaked at $443K in Q2 2020. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

  • TCG Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 3,604 iShares TIPS Bond ETF shares in Q3 2020, an estimated $443K.
  • TCG Advisors first reported a position in iShares TIPS Bond ETF in Q1 2019 and held it in 3 quarters.
  • TCG Advisors's iShares TIPS Bond ETF position peaked at $443K in Q2 2020.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.