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iAB Financial Bank’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

iAB Financial Bank’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-10,080
Closed -$288K – 121
2016
Q1 		$288K Sell
10,080
-2,520
-20% -$70.2K 0.19% 93
2015
Q4 		$344K Sell
12,600
-1,800
-13% -$49.6K 0.25% 82
2015
Q3 		$398K Buy
14,400
+600
+4% +$16.7K 0.3% 74
2015
Q2 		$385K Buy
13,800
+3,800
+38% +$107K 0.26% 76
2015
Q1 		$284K Buy
+10,000
New +$283K 0.19% 91

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

iAB Financial Bank's SPIP Position: Q2 2016 in Review

iAB Financial Bank sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2016, closing a stake of 10,080 shares — an estimated $288K sold.

iAB Financial Bank first reported a position in SPIP in Q1 2015 and held it in 5 quarters. The position peaked at $398K in Q3 2015. 62 funds tracked by Wall St. Rank hold SPIP as of Q2 2016.

  • iAB Financial Bank reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2016 after selling out during the quarter.
  • iAB Financial Bank sold 10,080 State Street SPDR Portfolio TIPS ETF shares in Q2 2016, an estimated $288K.
  • iAB Financial Bank first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2015 and held it in 5 quarters.
  • iAB Financial Bank's State Street SPDR Portfolio TIPS ETF position peaked at $398K in Q3 2015.
  • 62 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2016.

Based on iAB Financial Bank's 13F filing for Q2 2016, filed 18 Jul 2016.