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Vickerman & Driscoll Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Vickerman & Driscoll Financial 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
2018
Q4 		– Sell
-200
Closed -$22K – 104
2018
Q3 		$22K Hold
200
– – 0.02% 95
2018
Q2 		$23K Hold
200
– – 0.02% 93
2018
Q1 		$23K Hold
200
– – 0.02% 93
2017
Q4 		$23K Buy
+200
New +$22.7K 0.02% 89

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's TIP Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2018, closing a stake of 200 shares — an estimated $22K sold.

Vickerman & Driscoll Financial Advisors first reported a position in TIP in Q4 2017 and held it in 4 quarters. The position peaked at $23K in Q2 2018. 801 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 200 iShares TIPS Bond ETF shares in Q4 2018, an estimated $22K.
  • Vickerman & Driscoll Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 4 quarters.
  • Vickerman & Driscoll Financial Advisors's iShares TIPS Bond ETF position peaked at $23K in Q2 2018.
  • 801 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.