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Hefty Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Hefty Wealth Partners’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
Q1 		– Sell
-172
Closed -$20K – 274
2017
Q4 		$20K Buy
172
+48
+39% +$5.46K 0.01% 165
2017
Q3 		$14K Buy
+124
New +$14.1K 0.01% 171
2017
Q1 		– Sell
-1,098
Closed -$124K – 265
2016
Q4 		$124K Sell
1,098
-32,058
-97% -$3.66M 0.1% 79
2016
Q3 		$3.86M Buy
33,156
+1,895
+6% +$220K 2.93% 6
2016
Q2 		$3.65M Buy
31,261
+19,787
+172% +$2.27M 3.01% 6
2016
Q1 		$1.31M Buy
11,474
+1,093
+11% +$122K 1.23% 28
2015
Q4 		$1.14M Buy
+10,381
New +$1.15M 1.08% 31

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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Hefty Wealth Partners's TIP Position: Q1 2018 in Review

Hefty Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2018, closing a stake of 172 shares — an estimated $20K sold.

Hefty Wealth Partners first reported a position in TIP in Q4 2015 and held it in 7 quarters. The position peaked at $3.86M in Q3 2016. 794 funds tracked by Wall St. Rank hold TIP as of Q1 2018.

  • Hefty Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 172 iShares TIPS Bond ETF shares in Q1 2018, an estimated $20K.
  • Hefty Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2015 and held it in 7 quarters.
  • Hefty Wealth Partners's iShares TIPS Bond ETF position peaked at $3.86M in Q3 2016.
  • 794 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.