Hedeker Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Hedeker Wealth’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
2016 Q4	–	Sell	-58	Closed	-$502	–	161
2016 Q3	$502	Buy	+58	New	+$6.73K	0.03%	126
2016 Q1	–	Sell	-502	Closed	-$55K	–	155
2015 Q4	$55K	Buy	+502	New	+$55.5K	0.05%	91
2015 Q3	–	Sell	-1,375	Closed	-$154K	–	156
2015 Q2	$154K	Buy	+1,375	New	+$155K	0.12%	98
2015 Q1	–	Sell	-1,521	Closed	-$170K	–	148
2014 Q4	$170K	Buy	+1,521	New	+$172K	0.14%	90

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hedeker Wealth's TIP Position: Q4 2016 in Review

Hedeker Wealth sold out of iShares TIPS Bond ETF (TIP) in Q4 2016, closing a stake of 58 shares — an estimated $502 sold.

Hedeker Wealth first reported a position in TIP in Q4 2014 and held it in 4 quarters. The position peaked at $170K in Q4 2014. 650 funds tracked by Wall St. Rank hold TIP as of Q4 2016.

Hedeker Wealth reported no remaining iShares TIPS Bond ETF position as of Q4 2016 after selling out during the quarter.
Hedeker Wealth sold 58 iShares TIPS Bond ETF shares in Q4 2016, an estimated $502.
Hedeker Wealth first reported a position in iShares TIPS Bond ETF in Q4 2014 and held it in 4 quarters.
Hedeker Wealth's iShares TIPS Bond ETF position peaked at $170K in Q4 2014.
650 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2016.

Based on Hedeker Wealth's 13F filing for Q4 2016, filed 9 Feb 2017.