KIM
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Karpus Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Karpus Investment 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
2015
Q1 		– Sell
-4,600
Closed -$515K – 207
2014
Q4 		$515K Buy
+4,600
New +$519K 0.02% 163

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Karpus Investment Management's TIP Position: Q1 2015 in Review

Karpus Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2015, closing a stake of 4,600 shares — an estimated $515K sold.

Karpus Investment Management first reported a position in TIP in Q4 2014 and held it in 1 quarter. The position peaked at $515K in Q4 2014. 523 funds tracked by Wall St. Rank hold TIP as of Q1 2015.

  • Karpus Investment Management reported no remaining iShares TIPS Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Karpus Investment Management sold 4,600 iShares TIPS Bond ETF shares in Q1 2015, an estimated $515K.
  • Karpus Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2014 and held it in 1 quarter.
  • Karpus Investment Management's iShares TIPS Bond ETF position peaked at $515K in Q4 2014.
  • 523 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2015.

Based on Karpus Investment Management's 13F filing for Q1 2015, filed 15 May 2015.