BSWMG
TIP icon

Barrington Strategic Wealth Management Group’s iShares TIPS Bond ETF TIP Stock Holding History

Barrington Strategic Wealth Management Group’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
Q3 		$7.29M Buy
64,140
+951
+2% +$108K 3.67% 5
2017
Q2 		$7.17M Buy
63,189
+28,382
+82% +$3.24M 3.64% 5
2017
Q1 		$3.99M Buy
34,807
+10,369
+42% +$1.18M 2.08% 9
2016
Q4 		$2.77M Buy
24,438
+5,230
+27% +$597K 1.48% 18
2016
Q3 		$2.24M Buy
19,208
+3,650
+23% +$424K 1.26% 18
2016
Q2 		$1.81M Buy
15,558
+43
+0.3% +$4.94K 1.04% 27
2016
Q1 		$1.78M Sell
15,515
-8,341
-35% -$932K 1.03% 25
2015
Q4 		$2.62M Buy
23,856
+1,165
+5% +$129K 1.53% 15
2015
Q3 		$2.51M Sell
22,691
-857
-4% -$95.6K 1.6% 14
2015
Q2 		$2.64M Buy
23,548
+2,944
+14% +$333K 1.59% 17
2015
Q1 		$2.34M Buy
20,604
+410
+2% +$46.5K 1.43% 19
2014
Q4 		$2.26M Sell
20,194
-858
-4% -$96.9K 1.45% 17
2014
Q3 		$2.36M Buy
21,052
+191
+0.9% +$21.8K 1.53% 14
2014
Q2 		$2.41M Buy
20,861
+1,139
+6% +$130K 1.53% 16
2014
Q1 		$2.21M Sell
19,722
-1,996
-9% -$223K 1.44% 16
2013
Q4 		$2.39M Buy
+21,718
New +$2.42M 1.59% 13
2013
Q3 		– Sell
-53,851
Closed -$6.03M – 97
2013
Q2 		$6.03M Buy
+53,851
New +$6.37M 4.95% 3

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barrington Strategic Wealth Management Group's TIP Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group increased its iShares TIPS Bond ETF (TIP) stake by 1.5% in Q3 2017, buying an estimated $108K and bringing the position to 64,140 shares worth $7.29M. The position accounts for 3.67% of the portfolio, ranked #5.

Barrington Strategic Wealth Management Group first reported a position in TIP in Q2 2013 and has held it in 17 quarters since. 686 funds tracked by Wall St. Rank hold TIP as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 64,140 shares of iShares TIPS Bond ETF worth $7.29M as of Q3 2017.
  • Barrington Strategic Wealth Management Group bought 951 iShares TIPS Bond ETF shares in Q3 2017, an estimated $108K.
  • iShares TIPS Bond ETF made up 3.67% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #5 holding.
  • Barrington Strategic Wealth Management Group first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.