JIC
TIP icon

Joel Isaacson & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Joel Isaacson & Co’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
2015
Q4 		– Sell
-900
Closed -$100K – 791
2015
Q3 		$100K Hold
900
– – 0.03% 228
2015
Q2 		$101K Buy
+900
New +$102K 0.03% 252
2014
Q1 		– Sell
-200
Closed -$22K – 582
2013
Q4 		$22K Hold
200
– – 0.01% 365
2013
Q3 		$23K Hold
200
– – 0.01% 345
2013
Q2 		$22K Buy
+200
New +$23.7K 0.01% 313

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Joel Isaacson & Co's TIP Position: Q4 2015 in Review

Joel Isaacson & Co sold out of iShares TIPS Bond ETF (TIP) in Q4 2015, closing a stake of 900 shares — an estimated $100K sold.

Joel Isaacson & Co first reported a position in TIP in Q2 2013 and held it in 5 quarters. The position peaked at $101K in Q2 2015. 537 funds tracked by Wall St. Rank hold TIP as of Q4 2015.

  • Joel Isaacson & Co reported no remaining iShares TIPS Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 900 iShares TIPS Bond ETF shares in Q4 2015, an estimated $100K.
  • Joel Isaacson & Co first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 5 quarters.
  • Joel Isaacson & Co's iShares TIPS Bond ETF position peaked at $101K in Q2 2015.
  • 537 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2015.

Based on Joel Isaacson & Co's 13F filing for Q4 2015, filed 15 Jan 2016.