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Braver Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Braver Wealth 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
2016
Q4 		$5.11M Buy
+45,187
New +$5.16M 0.83% 36
2014
Q4 		– Sell
-2,426
Closed -$272K – 89
2014
Q3 		$272K Sell
2,426
-315
-11% -$36K 0.08% 69
2014
Q2 		$216K Buy
2,741
+47
+2% +$5.35K 0.06% 84
2014
Q1 		$302K Sell
2,694
-702
-21% -$78.5K 0.09% 70
2013
Q4 		$373K Sell
3,396
-98
-3% -$10.9K 0.13% 64
2013
Q3 		$393K Sell
3,494
-12,158
-78% -$1.36M 0.14% 68
2013
Q2 		$1.75M Buy
+15,652
New +$1.85M 0.81% 23

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Braver Wealth Management's TIP Position: Q4 2016 in Review

Braver Wealth Management opened a new position in iShares TIPS Bond ETF (TIP) in Q4 2016: 45,187 shares worth $5.11M. The stake represents 0.83% of the portfolio and ranks #36 among its holdings. This is a return to the name: Braver Wealth Management previously reported a position in TIP as recently as Q3 2014.

Braver Wealth Management first reported a position in TIP in Q2 2013 and has held it in 7 quarters since. 650 funds tracked by Wall St. Rank hold TIP as of Q4 2016.

  • Braver Wealth Management held 45,187 shares of iShares TIPS Bond ETF worth $5.11M as of Q4 2016.
  • iShares TIPS Bond ETF was a new Braver Wealth Management position in Q4 2016.
  • iShares TIPS Bond ETF made up 0.83% of Braver Wealth Management's portfolio in Q4 2016, its #36 holding.
  • Braver Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 7 quarters since.
  • 650 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.