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Financial Advantage’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Advantage’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
2014
Q1 		– Sell
-142
Closed -$16K – 190
2013
Q4 		$16K Buy
+142
New +$15.9K 0.01% 117

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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Financial Advantage's TIP Position: Q1 2014 in Review

Financial Advantage sold out of iShares TIPS Bond ETF (TIP) in Q1 2014, closing a stake of 142 shares — an estimated $16K sold.

Financial Advantage first reported a position in TIP in Q4 2013 and held it in 1 quarter. The position peaked at $16K in Q4 2013. 464 funds tracked by Wall St. Rank hold TIP as of Q1 2014.

  • Financial Advantage reported no remaining iShares TIPS Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Financial Advantage sold 142 iShares TIPS Bond ETF shares in Q1 2014, an estimated $16K.
  • Financial Advantage first reported a position in iShares TIPS Bond ETF in Q4 2013 and held it in 1 quarter.
  • Financial Advantage's iShares TIPS Bond ETF position peaked at $16K in Q4 2013.
  • 464 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2014.

Based on Financial Advantage's 13F filing for Q1 2014, filed 9 May 2014.