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GlobalBridge’s iShares TIPS Bond ETF TIP Stock Holding History

GlobalBridge’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 		$694K Buy
6,188
+1,243
+25% +$139K 0.32% 108
2013
Q4 		$543K Buy
4,945
+2,269
+85% +$253K 0.27% 152
2013
Q3 		$301K Sell
2,676
-1,142
-30% -$127K 0.16% 208
2013
Q2 		$428K Buy
+3,818
New +$452K 0.23% 167

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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

GlobalBridge's TIP Position: Q1 2014 in Review

GlobalBridge increased its iShares TIPS Bond ETF (TIP) stake by 25% in Q1 2014, buying an estimated $139K and bringing the position to 6,188 shares worth $694K. The position accounts for 0.32% of the portfolio, ranked #108.

GlobalBridge first reported a position in TIP in Q2 2013 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold TIP as of Q1 2014.

  • GlobalBridge held 6,188 shares of iShares TIPS Bond ETF worth $694K as of Q1 2014.
  • GlobalBridge bought 1,243 iShares TIPS Bond ETF shares in Q1 2014, an estimated $139K.
  • iShares TIPS Bond ETF made up 0.32% of GlobalBridge's portfolio in Q1 2014, its #108 holding.
  • GlobalBridge first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 4 quarters since.
  • 465 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.