ETI
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Enterprise Trust & Investment’s iShares TIPS Bond ETF TIP Stock Holding History

Enterprise Trust & Investment’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
2019
Q4 		– Sell
-228
Closed -$27K – 202
2019
Q3 		$27K Hold
228
– – 0.02% 133
2019
Q2 		$26K Buy
+228
New +$25.9K 0.02% 120

Other funds holding TIP

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Enterprise Trust & Investment's TIP Position: Q4 2019 in Review

Enterprise Trust & Investment sold out of iShares TIPS Bond ETF (TIP) in Q4 2019, closing a stake of 228 shares — an estimated $27K sold.

Enterprise Trust & Investment first reported a position in TIP in Q2 2019 and held it in 2 quarters. The position peaked at $27K in Q3 2019. 926 funds tracked by Wall St. Rank hold TIP as of Q4 2019.

  • Enterprise Trust & Investment reported no remaining iShares TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Enterprise Trust & Investment sold 228 iShares TIPS Bond ETF shares in Q4 2019, an estimated $27K.
  • Enterprise Trust & Investment first reported a position in iShares TIPS Bond ETF in Q2 2019 and held it in 2 quarters.
  • Enterprise Trust & Investment's iShares TIPS Bond ETF position peaked at $27K in Q3 2019.
  • 926 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2019.

Based on Enterprise Trust & Investment's 13F filing for Q4 2019, filed 7 Jan 2020.