IPC
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Independent Portfolio Consultants’s iShares TIPS Bond ETF TIP Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$379K Sell
3,339
-3,571
-52% -$408K 0.16% 206
2017
Q1 		$792K Sell
6,910
-7,980
-54% -$909K 0.27% 121
2016
Q4 		$1.69M Sell
14,890
-3,015
-17% -$344K 0.55% 31
2016
Q3 		$2.09M Buy
17,905
+7,910
+79% +$918K 0.65% 20
2016
Q2 		$1.17M Buy
9,995
+2,175
+28% +$250K 0.37% 68
2016
Q1 		$896K Sell
7,820
-378
-5% -$42.2K 0.25% 124
2015
Q4 		$899K Buy
8,198
+2,250
+38% +$249K 0.27% 112
2015
Q3 		$658K Sell
5,948
-2,410
-29% -$269K 0.14% 206
2015
Q2 		$937K Buy
8,358
+2,410
+41% +$272K 0.19% 170
2015
Q1 		$676K Hold
5,948
– – 0.14% 200
2014
Q4 		$666K Hold
5,948
– – 0.13% 213
2014
Q3 		$667K Sell
5,948
-2,105
-26% -$241K 0.18% 159
2014
Q2 		$929K Buy
8,053
+2,998
+59% +$341K 0.26% 95
2014
Q1 		$566K Buy
+5,055
New +$565K 0.18% 185

Other funds holding TIP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Independent Portfolio Consultants's TIP Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares TIPS Bond ETF (TIP) stake by 52% in Q2 2017, selling an estimated $408K and leaving 3,339 shares worth $379K. The position accounts for 0.16% of the portfolio, ranked #206.

Independent Portfolio Consultants first reported a position in TIP in Q1 2014 and has held it in 14 quarters since. The position peaked at $2.09M in Q3 2016. 676 funds tracked by Wall St. Rank hold TIP as of Q2 2017.

  • Independent Portfolio Consultants held 3,339 shares of iShares TIPS Bond ETF worth $379K as of Q2 2017.
  • Independent Portfolio Consultants sold 3,571 iShares TIPS Bond ETF shares in Q2 2017, an estimated $408K.
  • iShares TIPS Bond ETF made up 0.16% of Independent Portfolio Consultants's portfolio in Q2 2017, its #206 holding.
  • Independent Portfolio Consultants first reported a position in iShares TIPS Bond ETF in Q1 2014 and has held it in 14 quarters since.
  • Independent Portfolio Consultants's iShares TIPS Bond ETF position peaked at $2.09M in Q3 2016.
  • 676 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.