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HT Partners’s iShares TIPS Bond ETF TIP Stock Holding History

HT 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
2016
Q1 		– Sell
-2,459
Closed -$271K – 40
2015
Q4 		$271K Buy
+2,459
New +$272K 0.18% 34
2013
Q3 		– Sell
-7,755
Closed -$869K – 45
2013
Q2 		$869K Buy
+7,755
New +$918K 0.74% 27

Other funds holding TIP

Bank of America
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
JP Morgan Chase
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HT Partners's TIP Position: Q1 2016 in Review

HT Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2016, closing a stake of 2,459 shares — an estimated $271K sold.

HT Partners first reported a position in TIP in Q2 2013 and held it in 2 quarters. The position peaked at $869K in Q2 2013. 561 funds tracked by Wall St. Rank hold TIP as of Q1 2016.

  • HT Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2016 after selling out during the quarter.
  • HT Partners sold 2,459 iShares TIPS Bond ETF shares in Q1 2016, an estimated $271K.
  • HT Partners first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 2 quarters.
  • HT Partners's iShares TIPS Bond ETF position peaked at $869K in Q2 2013.
  • 561 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2016.

Based on HT Partners's 13F filing for Q1 2016, filed 11 Apr 2016.