Boston Private Bank & Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Boston Private Bank & Trust’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 Q1	$23K	Hold	200	–	–	﹤0.01%	709
2014 Q4	$22K	Sell	200 -220	-52%	-$24.8K	﹤0.01%	743
2014 Q3	$47K	Buy	420 +220	+110%	+$25.2K	﹤0.01%	601
2014 Q2	$23K	Hold	200	–	–	﹤0.01%	720
2014 Q1	$22K	Sell	200 -782	-80%	-$87.5K	﹤0.01%	739
2013 Q4	$108K	Sell	982 -5	-0.5%	-$558	0.01%	474
2013 Q3	$111K	Sell	987 -16	-2%	-$1.78K	0.01%	454
2013 Q2	$112K	Buy	+1,003	New	+$119K	0.01%	445

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

Boston Private Bank & Trust's TIP Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares TIPS Bond ETF (TIP) position steady in Q1 2015 at 200 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Boston Private Bank & Trust first reported a position in TIP in Q2 2013 and has held it in 8 quarters since. The position peaked at $112K in Q2 2013. 524 funds tracked by Wall St. Rank hold TIP as of Q1 2015.

Boston Private Bank & Trust held 200 shares of iShares TIPS Bond ETF worth $23K as of Q1 2015.
Boston Private Bank & Trust left its iShares TIPS Bond ETF share count unchanged in Q1 2015.
iShares TIPS Bond ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #709 holding.
Boston Private Bank & Trust first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's iShares TIPS Bond ETF position peaked at $112K in Q2 2013.
524 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.