JAM
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Jolley Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Jolley Asset Management’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
2018
Q2 		– Sell
-39
Closed -$4K – 189
2018
Q1 		$4K Buy
+39
New +$4.39K ﹤0.01% 172

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jolley Asset Management's TIP Position: Q2 2018 in Review

Jolley Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2018, closing a stake of 39 shares — an estimated $4K sold.

Jolley Asset Management first reported a position in TIP in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 790 funds tracked by Wall St. Rank hold TIP as of Q2 2018.

  • Jolley Asset Management reported no remaining iShares TIPS Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Jolley Asset Management sold 39 iShares TIPS Bond ETF shares in Q2 2018, an estimated $4K.
  • Jolley Asset Management first reported a position in iShares TIPS Bond ETF in Q1 2018 and held it in 1 quarter.
  • Jolley Asset Management's iShares TIPS Bond ETF position peaked at $4K in Q1 2018.
  • 790 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2018.

Based on Jolley Asset Management's 13F filing for Q2 2018, filed 18 Jul 2018.