U.S. Capital Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

U.S. Capital Wealth 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	-444	Closed	-$47.3K	–	1440
2022 Q4	$47.3K	Buy	+444	New	+$47.4K	﹤0.01%	899
2022 Q2	–	Sell	-4,660	Closed	-$580K	–	735
2022 Q1	$580K	Buy	4,660 +93	+2%	+$11.7K	0.02%	482
2021 Q4	$590K	Buy	4,567 +572	+14%	+$73.8K	0.02%	486
2021 Q3	$510K	Buy	+3,995	New	+$515K	0.02%	506

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

U.S. Capital Wealth Advisors's TIP Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 444 shares — an estimated $47.3K sold.

U.S. Capital Wealth Advisors first reported a position in TIP in Q3 2021 and held it in 4 quarters. The position peaked at $590K in Q4 2021. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 444 iShares TIPS Bond ETF shares in Q1 2023, an estimated $47.3K.
U.S. Capital Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 4 quarters.
U.S. Capital Wealth Advisors's iShares TIPS Bond ETF position peaked at $590K in Q4 2021.
1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.