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Vontobel Swiss Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Vontobel Swiss 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
2019
Q3 		– Sell
-24,226
Closed -$2.8M – 119
2019
Q2 		$2.8M Sell
24,226
-1,049
-4% -$119K 1.5% 27
2019
Q1 		$2.85M Sell
25,275
-2,708
-10% -$300K 3.09% 23
2018
Q4 		$3.05M Sell
27,983
-15,696
-36% -$1.71M 2.27% 15
2018
Q3 		$4.81M Sell
43,679
-2,734
-6% -$305K 2.82% 12
2018
Q2 		$5.24M Sell
46,413
-13,013
-22% -$1.46M 2.97% 11
2018
Q1 		$6.72M Sell
59,426
-1,654
-3% -$186K 3.54% 8
2017
Q4 		$6.81M Sell
61,080
-34,528
-36% -$3.93M 4.01% 8
2017
Q3 		$10.6M Sell
95,608
-872
-0.9% -$99.3K 6.46% 2
2017
Q2 		$10.9M Buy
96,480
+628
+0.7% +$71.8K 6.96% 2
2017
Q1 		$11M Buy
95,852
+4,445
+5% +$506K 5.95% 2
2016
Q4 		$10.3M Sell
91,407
-1,271
-1% -$145K 6.36% 3
2016
Q3 		$10.8M Buy
92,678
+46,354
+100% +$5.38M 5.79% 3
2016
Q2 		$4.87M Buy
+46,324
New +$5.32M 2.89% 8

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's TIP Position: Q3 2019 in Review

Vontobel Swiss Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 24,226 shares — an estimated $2.8M sold.

Vontobel Swiss Wealth Advisors first reported a position in TIP in Q2 2016 and held it in 13 quarters. The position peaked at $11M in Q1 2017. 804 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 24,226 iShares TIPS Bond ETF shares in Q3 2019, an estimated $2.8M.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2016 and held it in 13 quarters.
  • Vontobel Swiss Wealth Advisors's iShares TIPS Bond ETF position peaked at $11M in Q1 2017.
  • 804 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.