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ALPS Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

ALPS 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
2018
Q4 		– Sell
-19,826
Closed -$2.19M – 942
2018
Q3 		$2.19M Buy
19,826
+58
+0.3% +$6.48K 0.01% 241
2018
Q2 		$2.23M Sell
19,768
-76,442
-79% -$8.58M 0.01% 223
2018
Q1 		$10.9M Buy
96,210
+1,209
+1% +$136K 0.09% 104
2017
Q4 		$10.8M Sell
95,001
-22,998
-19% -$2.62M 0.08% 103
2017
Q3 		$13.4M Buy
117,999
+360
+0.3% +$41K 0.1% 101
2017
Q2 		$13.3M Buy
117,639
+2,519
+2% +$288K 0.09% 111
2017
Q1 		$13.2M Sell
115,120
-235
-0.2% -$26.8K 0.09% 114
2016
Q4 		$13.1M Sell
115,355
-71,225
-38% -$8.13M 0.1% 112
2016
Q3 		$21.7M Sell
186,580
-14,856
-7% -$1.72M 0.18% 91
2016
Q2 		$23.5M Sell
201,436
-12,533
-6% -$1.44M 0.21% 84
2016
Q1 		$24.6M Sell
213,969
-12,810
-6% -$1.43M 0.25% 35
2015
Q4 		$24.9M Buy
226,779
+1,779
+0.8% +$197K 0.24% 35
2015
Q3 		$24.9M Sell
225,000
-13,349
-6% -$1.49M 0.26% 32
2015
Q2 		$26.7M Buy
238,349
+4,266
+2% +$482K 0.23% 34
2015
Q1 		$26.6M Buy
+234,083
New +$26.5M 0.22% 37
2014
Q3 		– Sell
-220,733
Closed -$25.5M – 692
2014
Q2 		$25.5M Buy
220,733
+8,800
+4% +$1M 0.22% 30
2014
Q1 		$23.8M Sell
211,933
-4,645
-2% -$520K 0.23% 33
2013
Q4 		$23.8M Buy
216,578
+20,560
+10% +$2.3M 0.24% 33
2013
Q3 		$22.1M Buy
196,018
+980
+0.5% +$109K 0.25% 33
2013
Q2 		$21.8M Buy
+195,038
New +$23.1M 0.27% 33

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ALPS Advisors's TIP Position: Q4 2018 in Review

ALPS Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2018, closing a stake of 19,826 shares — an estimated $2.19M sold.

ALPS Advisors first reported a position in TIP in Q2 2013 and held it in 20 quarters. The position peaked at $26.7M in Q2 2015. 802 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

  • ALPS Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • ALPS Advisors sold 19,826 iShares TIPS Bond ETF shares in Q4 2018, an estimated $2.19M.
  • ALPS Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 20 quarters.
  • ALPS Advisors's iShares TIPS Bond ETF position peaked at $26.7M in Q2 2015.
  • 802 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on ALPS Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.