ALA
TIP icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return