Chevy Chase Trust
TIP icon

Chevy Chase Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Chevy Chase 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
2018
Q4 		– Sell
-89
Closed -$10K – 747
2018
Q3 		$10K Buy
+89
New +$9.94K ﹤0.01% 667
2017
Q1 		– Sell
-2,027
Closed -$229K – 672
2016
Q4 		$229K Buy
+2,027
New +$231K ﹤0.01% 630
2016
Q1 		– Sell
-1,966
Closed -$216K – 668
2015
Q4 		$216K Sell
1,966
-922
-32% -$102K ﹤0.01% 634
2015
Q3 		$320K Buy
2,888
+1,100
+62% +$123K ﹤0.01% 604
2015
Q2 		$200K Sell
1,788
-4,237
-70% -$479K ﹤0.01% 653
2015
Q1 		$685K Sell
6,025
-343
-5% -$38.9K ﹤0.01% 582
2014
Q4 		$713K Sell
6,368
-313
-5% -$35.3K ﹤0.01% 586
2014
Q3 		$749K Buy
6,681
+3,658
+121% +$418K ﹤0.01% 585
2014
Q2 		$349K Sell
3,023
-308
-9% -$35.1K ﹤0.01% 624
2014
Q1 		$373K Sell
3,331
-151
-4% -$16.9K ﹤0.01% 609
2013
Q4 		$383K Sell
3,482
-725
-17% -$80.9K ﹤0.01% 599
2013
Q3 		$474K Sell
4,207
-749
-15% -$83.6K ﹤0.01% 592
2013
Q2 		$555K Buy
+4,956
New +$586K ﹤0.01% 585

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Morgan Stanley
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PNC Financial Services Group
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CSIA
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LPL Financial
LPL Financial San Diego, California $376B 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 $431B AUM 30.22% 1-Year Est. Return