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Wealthcare Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Wealthcare Capital Management’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
2022
Q2 		– Sell
-1,995
Closed -$249K – 79
2022
Q1 		$249K Hold
1,995
– – 0.02% 70
2021
Q4 		$258K Buy
+1,995
New +$257K 0.02% 76
2021
Q2 		– Sell
-1,515
Closed -$190K – 603
2021
Q1 		$190K Buy
+1,515
New +$192K 0.02% 73
2020
Q2 		– Sell
-252
Closed -$30K – 224
2020
Q1 		$30K Sell
252
-613
-71% -$72.2K ﹤0.01% 112
2019
Q4 		$101K Sell
865
-645
-43% -$75K 0.01% 79
2019
Q3 		$176K Sell
1,510
-240
-14% -$27.9K 0.02% 60
2019
Q2 		$202K Sell
1,750
-502
-22% -$57.1K 0.03% 53
2019
Q1 		$255K Sell
2,252
-10,849
-83% -$1.2M 0.04% 47
2018
Q4 		$1.44M Sell
13,101
-624,631
-98% -$68.2M 0.22% 18
2018
Q3 		$70.5M Buy
637,732
+4,313
+0.7% +$482K 8.27% 3
2018
Q2 		$71.5M Sell
633,419
-27,009
-4% -$3.03M 8.14% 4
2018
Q1 		$74.7M Buy
660,428
+13,990
+2% +$1.57M 8.54% 4
2017
Q4 		$73.7M Buy
646,438
+32,382
+5% +$3.68M 8.31% 4
2017
Q3 		$69.7M Buy
614,056
+15,456
+3% +$1.76M 7.7% 4
2017
Q2 		$67.9M Buy
598,600
+14,874
+3% +$1.7M 7.74% 4
2017
Q1 		$66.9M Buy
583,726
+140,932
+32% +$16.1M 7.34% 4
2016
Q4 		$50.1M Buy
+442,794
New +$50.6M 5.81% 4
2016
Q2 		– Sell
-603
Closed -$69K – 218
2016
Q1 		$69K Buy
+603
New +$67.4K 0.01% 69
2015
Q2 		– Sell
-1,073
Closed -$122K – 814
2015
Q1 		$122K Buy
+1,073
New +$122K 0.01% 137
2014
Q4 		– Sell
-42
Closed -$5K – 255
2014
Q3 		$5K Buy
+42
New +$4.8K ﹤0.01% 213

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthcare Capital Management's TIP Position: Q2 2022 in Review

Wealthcare Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 1,995 shares — an estimated $249K sold.

Wealthcare Capital Management first reported a position in TIP in Q3 2014 and held it in 20 quarters. The position peaked at $74.7M in Q1 2018. 1,293 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Wealthcare Capital Management reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,995 iShares TIPS Bond ETF shares in Q2 2022, an estimated $249K.
  • Wealthcare Capital Management first reported a position in iShares TIPS Bond ETF in Q3 2014 and held it in 20 quarters.
  • Wealthcare Capital Management's iShares TIPS Bond ETF position peaked at $74.7M in Q1 2018.
  • 1,293 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Wealthcare Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.