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

Apriem 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
2017
Q1 		– Sell
-22
Closed -$2K – 725
2016
Q4 		$2K Sell
22
-102
-82% -$11.6K ﹤0.01% 637
2016
Q3 		$14K Buy
124
+113
+1,027% +$13.1K ﹤0.01% 370
2016
Q2 		$1K Sell
11
-25
-69% -$2.87K ﹤0.01% 562
2016
Q1 		$4K Buy
+36
New +$4.02K ﹤0.01% 472
2015
Q3 		– Sell
-30
Closed -$3K – 598
2015
Q2 		$3K Sell
30
-73
-71% -$8.25K ﹤0.01% 558
2015
Q1 		$12K Hold
103
– – ﹤0.01% 395
2014
Q4 		$12K Buy
+103
New +$11.6K ﹤0.01% 359
2014
Q3 		– Sell
-3,790
Closed -$437K – 566
2014
Q2 		$437K Sell
3,790
-650
-15% -$74K 0.17% 85
2014
Q1 		$498K Sell
4,440
-575
-11% -$64.3K 0.19% 85
2013
Q4 		$551K Sell
5,015
-1,880
-27% -$210K 0.22% 73
2013
Q3 		$776K Sell
6,895
-10,200
-60% -$1.14M 0.34% 61
2013
Q2 		$1.92M Buy
+17,095
New +$2.02M 0.94% 41

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return