DOA
TIP icon

D'Orazio & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

D'Orazio & Associates’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
Q3 		– Sell
-2,020
Closed -$236K – 305
2016
Q2 		$236K Hold
2,020
– – 0.09% 39
2016
Q1 		$231K Hold
2,020
– – 0.1% 39
2015
Q4 		$222K Sell
2,020
-2,020
-50% -$223K 0.11% 34
2015
Q3 		$449K Buy
4,040
+2,020
+100% +$225K 0.23% 20
2015
Q2 		$227K Hold
2,020
– – 0.15% 34
2015
Q1 		$229K Hold
2,020
– – 0.18% 33
2014
Q4 		$226K Hold
2,020
– – 0.15% 32
2014
Q3 		$226K Hold
2,020
– – 0.17% 29
2014
Q2 		$233K Hold
2,020
– – 0.17% 28
2014
Q1 		$226K Hold
2,020
– – 0.18% 25
2013
Q4 		$222K Buy
+2,020
New +$226K 0.19% 25

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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return