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Boston Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Boston 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
2019
Q3 		$1.04M Buy
8,982
+1,950
+28% +$226K 0.05% 380
2019
Q2 		$812K Sell
7,032
-420
-6% -$47.8K 0.04% 405
2019
Q1 		$843K Buy
7,452
+550
+8% +$61K 0.04% 373
2018
Q4 		$756K Sell
6,902
-5,029
-42% -$549K 0.04% 384
2018
Q3 		$1.32M Sell
11,931
-2,095
-15% -$234K 0.06% 326
2018
Q2 		$1.58M Buy
14,026
+1,220
+10% +$137K 0.04% 299
2018
Q1 		$1.45M Buy
12,806
+4,875
+61% +$549K 0.04% 310
2017
Q4 		$905K Buy
7,931
+1,401
+21% +$159K 0.02% 381
2017
Q3 		$742K Buy
6,530
+35
+0.5% +$3.98K 0.02% 415
2017
Q2 		$737K Sell
6,495
-880
-12% -$101K 0.02% 417
2017
Q1 		$846K Buy
7,375
+515
+8% +$58.7K 0.02% 382
2016
Q4 		$776K Buy
6,860
+4,290
+167% +$490K 0.02% 399
2016
Q3 		$299K Sell
2,570
-345
-12% -$40K 0.01% 613
2016
Q2 		$340K Hold
2,915
– – 0.01% 570
2016
Q1 		$334K Sell
2,915
-202
-6% -$22.6K 0.01% 557
2015
Q4 		$342K Sell
3,117
-208
-6% -$23K 0.01% 553
2015
Q3 		$368K Hold
3,325
– – 0.01% 611
2015
Q2 		$373K Sell
3,325
-200
-6% -$22.6K 0.02% 552
2015
Q1 		$400K Hold
3,525
– – 0.02% 516
2014
Q4 		$395K Sell
3,525
-195
-5% -$22K 0.02% 389
2014
Q3 		$417K Hold
3,720
– – 0.02% 373
2014
Q2 		$429K Sell
3,720
-30
-0.8% -$3.42K 0.02% 379
2014
Q1 		$420K Sell
3,750
-100
-3% -$11.2K 0.02% 371
2013
Q4 		$423K Sell
3,850
-1,975
-34% -$220K 0.02% 368
2013
Q3 		$656K Sell
5,825
-907
-13% -$101K 0.03% 298
2013
Q2 		$754K Buy
+6,732
New +$797K 0.04% 275

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Advisors's TIP Position: Q3 2019 in Review

Boston Advisors increased its iShares TIPS Bond ETF (TIP) stake by 28% in Q3 2019, buying an estimated $226K and bringing the position to 8,982 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #380.

Boston Advisors first reported a position in TIP in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.58M in Q2 2018. 804 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

  • Boston Advisors held 8,982 shares of iShares TIPS Bond ETF worth $1.04M as of Q3 2019.
  • Boston Advisors bought 1,950 iShares TIPS Bond ETF shares in Q3 2019, an estimated $226K.
  • iShares TIPS Bond ETF made up 0.05% of Boston Advisors's portfolio in Q3 2019, its #380 holding.
  • Boston Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's iShares TIPS Bond ETF position peaked at $1.58M in Q2 2018.
  • 804 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.