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Citizens Business Bank’s iShares TIPS Bond ETF TIP Stock Holding History

Citizens Business Bank’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 		– Sell
-2,167
Closed -$243K – 293
2014
Q4 		$243K Sell
2,167
-429
-17% -$48.4K 0.04% 266
2014
Q3 		$291K Sell
2,596
-501
-16% -$57.3K 0.06% 253
2014
Q2 		$357K Buy
3,097
+2
+0.1% +$228 0.07% 244
2014
Q1 		$347K Buy
+3,095
New +$346K 0.07% 238
2013
Q4 		– Sell
-2,000
Closed -$225K – 286
2013
Q3 		$225K Sell
2,000
-1,600
-44% -$178K 0.05% 259
2013
Q2 		$403K Buy
+3,600
New +$426K 0.09% 205

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
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return