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Financial & Investment Management Group’s iShares TIPS Bond ETF TIP Stock Holding History

Financial & Investment Management Group’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
2018
Q4 		$345K Sell
3,154
-962
-23% -$105K 0.13% 89
2018
Q3 		$455K Sell
4,116
-750
-15% -$83.8K 0.15% 78
2018
Q2 		$549K Sell
4,866
-50
-1% -$5.61K 0.17% 73
2018
Q1 		$556K Buy
+4,916
New +$553K 0.18% 71

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial & Investment Management Group's TIP Position: Q4 2018 in Review

Financial & Investment Management Group reduced its iShares TIPS Bond ETF (TIP) stake by 23% in Q4 2018, selling an estimated $105K and leaving 3,154 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #89.

Financial & Investment Management Group first reported a position in TIP in Q1 2018 and has held it in 4 quarters since. The position peaked at $556K in Q1 2018. 802 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

  • Financial & Investment Management Group held 3,154 shares of iShares TIPS Bond ETF worth $345K as of Q4 2018.
  • Financial & Investment Management Group sold 962 iShares TIPS Bond ETF shares in Q4 2018, an estimated $105K.
  • iShares TIPS Bond ETF made up 0.13% of Financial & Investment Management Group's portfolio in Q4 2018, its #89 holding.
  • Financial & Investment Management Group first reported a position in iShares TIPS Bond ETF in Q1 2018 and has held it in 4 quarters since.
  • Financial & Investment Management Group's iShares TIPS Bond ETF position peaked at $556K in Q1 2018.
  • 802 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.