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Wealth Alliance Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Wealth Alliance Advisory Group’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
-14,718
Closed -$1.63M – 141
2018
Q3 		$1.63M Buy
14,718
+635
+5% +$70.9K 0.83% 29
2018
Q2 		$1.59M Buy
14,083
+334
+2% +$37.5K 0.87% 28
2018
Q1 		$1.55M Buy
+13,749
New +$1.55M 0.9% 28

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

Wealth Alliance Advisory Group's TIP Position: Q4 2018 in Review

Wealth Alliance Advisory Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2018, closing a stake of 14,718 shares — an estimated $1.63M sold.

Wealth Alliance Advisory Group first reported a position in TIP in Q1 2018 and held it in 3 quarters. The position peaked at $1.63M in Q3 2018. 801 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

  • Wealth Alliance Advisory Group reported no remaining iShares TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 14,718 iShares TIPS Bond ETF shares in Q4 2018, an estimated $1.63M.
  • Wealth Alliance Advisory Group first reported a position in iShares TIPS Bond ETF in Q1 2018 and held it in 3 quarters.
  • Wealth Alliance Advisory Group's iShares TIPS Bond ETF position peaked at $1.63M in Q3 2018.
  • 801 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2018, filed 28 Jan 2019.