F
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FutureAdvisor’s iShares TIPS Bond ETF TIP Stock Holding History

FutureAdvisor’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
2015
Q3 		$4.43M Sell
40,031
-4,384
-10% -$489K 0.72% 28
2015
Q2 		$4.96M Sell
44,415
-2,694
-6% -$305K 0.87% 28
2015
Q1 		$5.34M Sell
47,109
-4,423
-9% -$501K 1.26% 24
2014
Q4 		$5.76M Buy
+51,532
New +$5.82M 1.96% 17

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FutureAdvisor's TIP Position: Q3 2015 in Review

FutureAdvisor reduced its iShares TIPS Bond ETF (TIP) stake by 9.9% in Q3 2015, selling an estimated $489K and leaving 40,031 shares worth $4.43M. The position accounts for 0.72% of the portfolio, ranked #28.

FutureAdvisor first reported a position in TIP in Q4 2014 and has held it in 4 quarters since. The position peaked at $5.76M in Q4 2014. 511 funds tracked by Wall St. Rank hold TIP as of Q3 2015.

  • FutureAdvisor held 40,031 shares of iShares TIPS Bond ETF worth $4.43M as of Q3 2015.
  • FutureAdvisor sold 4,384 iShares TIPS Bond ETF shares in Q3 2015, an estimated $489K.
  • iShares TIPS Bond ETF made up 0.72% of FutureAdvisor's portfolio in Q3 2015, its #28 holding.
  • FutureAdvisor first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 4 quarters since.
  • FutureAdvisor's iShares TIPS Bond ETF position peaked at $5.76M in Q4 2014.
  • 511 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.