HFS
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HL Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

HL Financial Services’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
2019
Q1 		$3.56M Buy
31,526
+34
+0.1% +$3.77K 0.05% 215
2018
Q4 		$3.45M Sell
31,492
-3,847
-11% -$420K 0.06% 193
2018
Q3 		$3.91M Buy
35,339
+2,362
+7% +$264K 0.06% 193
2018
Q2 		$3.72M Buy
32,977
+952
+3% +$107K 0.06% 188
2018
Q1 		$3.62M Buy
+32,025
New +$3.6M 0.06% 187
2017
Q4 		– Sell
-30,198
Closed -$3.43M – 693
2017
Q3 		$3.43M Buy
30,198
+6,440
+27% +$733K 0.07% 190
2017
Q2 		$2.69M Buy
23,758
+2,245
+10% +$257K 0.05% 213
2017
Q1 		$2.47M Buy
21,513
+314
+1% +$35.8K 0.05% 213
2016
Q4 		$2.4M Buy
21,199
+916
+5% +$105K 0.05% 208
2016
Q3 		$2.36M Buy
20,283
+1,589
+9% +$184K 0.06% 209
2016
Q2 		$2.18M Sell
18,694
-3,251
-15% -$373K 0.05% 205
2016
Q1 		$2.52M Buy
21,945
+1,048
+5% +$117K 0.06% 176
2015
Q4 		$2.29M Sell
20,897
-107
-0.5% -$11.8K 0.06% 189
2015
Q3 		$2.33M Sell
21,004
-1,869
-8% -$208K 0.07% 173
2015
Q2 		$2.56M Sell
22,873
-578
-2% -$65.3K 0.07% 180
2015
Q1 		$2.66M Sell
23,451
-287
-1% -$32.5K 0.07% 177
2014
Q4 		$2.66M Sell
23,738
-1,992
-8% -$225K 0.07% 167
2014
Q3 		$2.88M Sell
25,730
-3,682
-13% -$421K 0.08% 151
2014
Q2 		$3.39M Buy
29,412
+2,657
+10% +$303K 0.1% 132
2014
Q1 		$3M Buy
26,755
+167
+0.6% +$18.7K 0.09% 140
2013
Q4 		$2.92M Buy
26,588
+338
+1% +$37.7K 0.09% 151
2013
Q3 		$2.96M Sell
26,250
-655
-2% -$73.1K 0.1% 124
2013
Q2 		$3.01M Buy
+26,905
New +$3.18M 0.11% 109

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HL Financial Services's TIP Position: Q1 2019 in Review

HL Financial Services increased its iShares TIPS Bond ETF (TIP) stake by 0.11% in Q1 2019, buying an estimated $3.77K and bringing the position to 31,526 shares worth $3.56M. The position accounts for 0.05% of the portfolio, ranked #215.

HL Financial Services first reported a position in TIP in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.91M in Q3 2018. 826 funds tracked by Wall St. Rank hold TIP as of Q1 2019.

  • HL Financial Services held 31,526 shares of iShares TIPS Bond ETF worth $3.56M as of Q1 2019.
  • HL Financial Services bought 34 iShares TIPS Bond ETF shares in Q1 2019, an estimated $3.77K.
  • iShares TIPS Bond ETF made up 0.05% of HL Financial Services's portfolio in Q1 2019, its #215 holding.
  • HL Financial Services first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 23 quarters since.
  • HL Financial Services's iShares TIPS Bond ETF position peaked at $3.91M in Q3 2018.
  • 826 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.