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IndexIQ Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

IndexIQ Advisors’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 		– Sell
-244,657
Closed -$28.1M – 581
2017
Q1 		$28.1M Sell
244,657
-238,119
-49% -$27.1M 1.45% 17
2016
Q4 		$54.6M Buy
482,776
+325,104
+206% +$37.1M 2.75% 6
2016
Q3 		$18.4M Sell
157,672
-204,464
-56% -$23.7M 0.9% 23
2016
Q2 		$42.3M Buy
362,136
+341,924
+1,692% +$39.3M 2.45% 8
2016
Q1 		$2.32M Buy
+20,212
New +$2.26M 0.15% 50
2014
Q2 		– Sell
-367,812
Closed -$41.2M – 232
2014
Q1 		$41.2M Sell
367,812
-169,273
-32% -$18.9M 3.9% 8
2013
Q4 		$59M Buy
537,085
+28,864
+6% +$3.22M 6.04% 7
2013
Q3 		$57.2M Sell
508,221
-10,162
-2% -$1.13M 6.58% 6
2013
Q2 		$58.1M Buy
+518,383
New +$61.3M 7.31% 4

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 $1.37T AUM 24.88% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

IndexIQ Advisors's TIP Position: Q2 2017 in Review

IndexIQ Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2017, closing a stake of 244,657 shares — an estimated $28.1M sold.

IndexIQ Advisors first reported a position in TIP in Q2 2013 and held it in 9 quarters. The position peaked at $59M in Q4 2013. 675 funds tracked by Wall St. Rank hold TIP as of Q2 2017.

  • IndexIQ Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2017 after selling out during the quarter.
  • IndexIQ Advisors sold 244,657 iShares TIPS Bond ETF shares in Q2 2017, an estimated $28.1M.
  • IndexIQ Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 9 quarters.
  • IndexIQ Advisors's iShares TIPS Bond ETF position peaked at $59M in Q4 2013.
  • 675 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2017.

Based on IndexIQ Advisors's 13F filing for Q2 2017, filed 8 Aug 2017.