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Wechter Feldman Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Wechter Feldman Wealth 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
2018
Q2 		– Sell
-49,025
Closed -$5.54M – 36
2018
Q1 		$5.54M Sell
49,025
-1,373
-3% -$155K 3.92% 11
2017
Q4 		$5.75M Sell
50,398
-26,642
-35% -$3.03M 4.02% 10
2017
Q3 		$8.75M Sell
77,040
-2,502
-3% -$285K 6.71% 8
2017
Q2 		$9.02M Buy
79,542
+5,966
+8% +$682K 7.23% 7
2017
Q1 		$8.44M Buy
73,576
+1,070
+1% +$122K 5.79% 9
2016
Q4 		$8.21M Buy
+72,506
New +$8.28M 5.37% 9

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wechter Feldman Wealth Management's TIP Position: Q2 2018 in Review

Wechter Feldman Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2018, closing a stake of 49,025 shares — an estimated $5.54M sold.

Wechter Feldman Wealth Management first reported a position in TIP in Q4 2016 and held it in 6 quarters. The position peaked at $9.02M in Q2 2017. 791 funds tracked by Wall St. Rank hold TIP as of Q2 2018.

  • Wechter Feldman Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 49,025 iShares TIPS Bond ETF shares in Q2 2018, an estimated $5.54M.
  • Wechter Feldman Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 6 quarters.
  • Wechter Feldman Wealth Management's iShares TIPS Bond ETF position peaked at $9.02M in Q2 2017.
  • 791 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2018.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2018, filed 6 Aug 2018.