CWA
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Cypress Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Cypress Wealth 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
Q2 		– Sell
-2,934
Closed -$336K – 169
2017
Q1 		$336K Hold
2,934
– – 0.15% 128
2016
Q4 		$332K Buy
+2,934
New +$335K 0.15% 123

Other funds holding TIP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cypress Wealth Advisors's TIP Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2017, closing a stake of 2,934 shares — an estimated $336K sold.

Cypress Wealth Advisors first reported a position in TIP in Q4 2016 and held it in 2 quarters. The position peaked at $336K in Q1 2017. 675 funds tracked by Wall St. Rank hold TIP as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 2,934 iShares TIPS Bond ETF shares in Q2 2017, an estimated $336K.
  • Cypress Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 2 quarters.
  • Cypress Wealth Advisors's iShares TIPS Bond ETF position peaked at $336K in Q1 2017.
  • 675 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.