Boltwood Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Boltwood Capital Management’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
2018 Q3	–	Sell	-3,782	Closed	-$426K	–	133
2018 Q2	$426K	Sell	3,782 -41	-1%	-$4.6K	0.28%	103
2018 Q1	$432K	Hold	3,823	–	–	0.3%	98
2017 Q4	$436K	Sell	3,823 -40	-1%	-$4.55K	0.27%	100
2017 Q3	$438K	Hold	3,863	–	–	0.28%	94
2017 Q2	$438K	Hold	3,863	–	–	0.3%	92
2017 Q1	$442K	Sell	3,863 -500	-11%	-$57K	0.31%	88
2016 Q4	$493K	Buy	4,363 +310	+8%	+$35.4K	0.38%	83
2016 Q3	$472K	Hold	4,053	–	–	0.38%	82
2016 Q2	$473K	Sell	4,053 -50	-1%	-$5.74K	0.39%	76
2016 Q1	$470K	Hold	4,103	–	–	0.41%	77
2015 Q4	$450K	Buy	+4,103	New	+$453K	0.41%	72

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boltwood Capital Management's TIP Position: Q3 2018 in Review

Boltwood Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2018, closing a stake of 3,782 shares — an estimated $426K sold.

Boltwood Capital Management first reported a position in TIP in Q4 2015 and held it in 11 quarters. The position peaked at $493K in Q4 2016. 791 funds tracked by Wall St. Rank hold TIP as of Q3 2018.

Boltwood Capital Management reported no remaining iShares TIPS Bond ETF position as of Q3 2018 after selling out during the quarter.
Boltwood Capital Management sold 3,782 iShares TIPS Bond ETF shares in Q3 2018, an estimated $426K.
Boltwood Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2015 and held it in 11 quarters.
Boltwood Capital Management's iShares TIPS Bond ETF position peaked at $493K in Q4 2016.
791 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2018.

Based on Boltwood Capital Management's 13F filing for Q3 2018, filed 10 Oct 2018.