Atherton Lane Advisers’s iShares TIPS Bond ETF TIP Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$736K	Sell	6,711 -895	-12%	-$98.9K	0.04%	123
2015 Q3	$842K	Hold	7,606	–	–	0.05%	112
2015 Q2	$852K	Buy	7,606 +160	+2%	+$18.1K	0.05%	119
2015 Q1	$846K	Sell	7,446 -219	-3%	-$24.8K	0.05%	136
2014 Q4	$859K	Sell	7,665 -585	-7%	-$66.1K	0.05%	139
2014 Q3	$925K	Sell	8,250 -1,903	-19%	-$218K	0.05%	125
2014 Q2	$1.17M	Buy	+10,153	New	+$1.16M	0.07%	104

Other funds holding TIP

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Atherton Lane Advisers's TIP Position: Q4 2015 in Review

Atherton Lane Advisers reduced its iShares TIPS Bond ETF (TIP) stake by 12% in Q4 2015, selling an estimated $98.9K and leaving 6,711 shares worth $736K. The position accounts for 0.04% of the portfolio, ranked #123.

Atherton Lane Advisers first reported a position in TIP in Q2 2014 and has held it in 7 quarters since. The position peaked at $1.17M in Q2 2014. 538 funds tracked by Wall St. Rank hold TIP as of Q4 2015.

Atherton Lane Advisers held 6,711 shares of iShares TIPS Bond ETF worth $736K as of Q4 2015.
Atherton Lane Advisers sold 895 iShares TIPS Bond ETF shares in Q4 2015, an estimated $98.9K.
iShares TIPS Bond ETF made up 0.04% of Atherton Lane Advisers's portfolio in Q4 2015, its #123 holding.
Atherton Lane Advisers first reported a position in iShares TIPS Bond ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's iShares TIPS Bond ETF position peaked at $1.17M in Q2 2014.
538 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.