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CT Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

CT Financial Advisors’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
2017
Q1 		$29.2K Hold
255
– – 0.02% 318
2016
Q4 		$28.9K Buy
255
+55
+28% +$6.28K 0.02% 316
2016
Q3 		$23.3K Hold
200
– – 0.01% 336
2016
Q2 		$23.3K Hold
200
– – 0.01% 334
2016
Q1 		$22.9K Hold
200
– – 0.01% 360
2015
Q4 		$21.9K Hold
200
– – 0.01% 371
2015
Q3 		$22.1K Hold
200
– – 0.01% 368
2015
Q2 		$22.4K Hold
200
– – 0.01% 379
2015
Q1 		$22.7K Hold
200
– – 0.01% 378
2014
Q4 		$22.4K Buy
+200
New +$22.6K 0.02% 307
2014
Q1 		$22.7K Buy
+200
New +$22.4K 0.01% 378

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CT Financial Advisors's TIP Position: Q1 2017 in Review

CT Financial Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q1 2017 at 255 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #318.

CT Financial Advisors first reported a position in TIP in Q1 2014 and has held it in 11 quarters since. 667 funds tracked by Wall St. Rank hold TIP as of Q1 2017.

  • CT Financial Advisors held 255 shares of iShares TIPS Bond ETF worth $29.2K as of Q1 2017.
  • CT Financial Advisors left its iShares TIPS Bond ETF share count unchanged in Q1 2017.
  • iShares TIPS Bond ETF made up 0.02% of CT Financial Advisors's portfolio in Q1 2017, its #318 holding.
  • CT Financial Advisors first reported a position in iShares TIPS Bond ETF in Q1 2014 and has held it in 11 quarters since.
  • 667 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.