BBA
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BLB&B Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

BLB&B 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
2013
Q4 		– Sell
-3,781
Closed -$426K – 256
2013
Q3 		$426K Sell
3,781
-95
-2% -$10.6K 0.11% 159
2013
Q2 		$434K Buy
+3,876
New +$459K 0.12% 155

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

BLB&B Advisors's TIP Position: Q4 2013 in Review

BLB&B Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2013, closing a stake of 3,781 shares — an estimated $426K sold.

BLB&B Advisors first reported a position in TIP in Q2 2013 and held it in 2 quarters. The position peaked at $434K in Q2 2013. 454 funds tracked by Wall St. Rank hold TIP as of Q4 2013.

  • BLB&B Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2013 after selling out during the quarter.
  • BLB&B Advisors sold 3,781 iShares TIPS Bond ETF shares in Q4 2013, an estimated $426K.
  • BLB&B Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 2 quarters.
  • BLB&B Advisors's iShares TIPS Bond ETF position peaked at $434K in Q2 2013.
  • 454 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2013.

Based on BLB&B Advisors's 13F filing for Q4 2013, filed 17 Jan 2014.