Appleton Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Appleton Partners’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	-2,244	Closed	-$254K	–	266
2018 Q1	$254K	Buy	+2,244	New	+$253K	0.04%	228

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Appleton Partners's TIP Position: Q2 2018 in Review

Appleton Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2018, closing a stake of 2,244 shares — an estimated $254K sold.

Appleton Partners first reported a position in TIP in Q1 2018 and held it in 1 quarter. The position peaked at $254K in Q1 2018. 790 funds tracked by Wall St. Rank hold TIP as of Q2 2018.

Appleton Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2018 after selling out during the quarter.
Appleton Partners sold 2,244 iShares TIPS Bond ETF shares in Q2 2018, an estimated $254K.
Appleton Partners first reported a position in iShares TIPS Bond ETF in Q1 2018 and held it in 1 quarter.
Appleton Partners's iShares TIPS Bond ETF position peaked at $254K in Q1 2018.
790 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2018.

Based on Appleton Partners's 13F filing for Q2 2018, filed 8 Aug 2018.