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Wealth & Pension Services Group’s iShares TIPS Bond ETF TIP Stock Holding History

Wealth & Pension Services 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
2019
Q3 		$561K Sell
4,825
-287
-6% -$33.3K 0.41% 68
2019
Q2 		$590K Buy
5,112
+9
+0.2% +$1.02K 0.43% 65
2019
Q1 		$577K Buy
5,103
+100
+2% +$11.1K 0.45% 66
2018
Q4 		$548K Sell
5,003
-744
-13% -$81.2K 0.49% 59
2018
Q3 		$636K Buy
+5,747
New +$642K 0.64% 43

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

Wealth & Pension Services Group's TIP Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its iShares TIPS Bond ETF (TIP) stake by 5.6% in Q3 2019, selling an estimated $33.3K and leaving 4,825 shares worth $561K. The position accounts for 0.41% of the portfolio, ranked #68.

Wealth & Pension Services Group first reported a position in TIP in Q3 2018 and has held it in 5 quarters since. The position peaked at $636K in Q3 2018. 804 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

  • Wealth & Pension Services Group held 4,825 shares of iShares TIPS Bond ETF worth $561K as of Q3 2019.
  • Wealth & Pension Services Group sold 287 iShares TIPS Bond ETF shares in Q3 2019, an estimated $33.3K.
  • iShares TIPS Bond ETF made up 0.41% of Wealth & Pension Services Group's portfolio in Q3 2019, its #68 holding.
  • Wealth & Pension Services Group first reported a position in iShares TIPS Bond ETF in Q3 2018 and has held it in 5 quarters since.
  • Wealth & Pension Services Group's iShares TIPS Bond ETF position peaked at $636K in Q3 2018.
  • 804 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.