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Braun-Bostich & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Braun-Bostich & Associates’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
Q4 		– Sell
-1,177
Closed -$130K – 332
2018
Q3 		$130K Sell
1,177
-3,518
-75% -$393K 0.13% 120
2018
Q2 		$530K Sell
4,695
-9,918
-68% -$1.11M 0.53% 69
2018
Q1 		$1.65M Sell
14,613
-11,067
-43% -$1.25M 1.43% 17
2017
Q4 		$2.93M Buy
+25,680
New +$2.92M 2.48% 6

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
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
PNC Financial Services Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Braun-Bostich & Associates's TIP Position: Q4 2018 in Review

Braun-Bostich & Associates sold out of iShares TIPS Bond ETF (TIP) in Q4 2018, closing a stake of 1,177 shares — an estimated $130K sold.

Braun-Bostich & Associates first reported a position in TIP in Q4 2017 and held it in 4 quarters. The position peaked at $2.93M in Q4 2017. 802 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

  • Braun-Bostich & Associates reported no remaining iShares TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Braun-Bostich & Associates sold 1,177 iShares TIPS Bond ETF shares in Q4 2018, an estimated $130K.
  • Braun-Bostich & Associates first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 4 quarters.
  • Braun-Bostich & Associates's iShares TIPS Bond ETF position peaked at $2.93M in Q4 2017.
  • 802 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on Braun-Bostich & Associates's 13F filing for Q4 2018, filed 8 Feb 2019.