KC
TIP icon

KHP Capital’s iShares TIPS Bond ETF TIP Stock Holding History

KHP Capital’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
Q3 		$50K Hold
454
– – 0.03% 114
2018
Q2 		$51K Hold
454
– – 0.03% 107
2018
Q1 		$51K Buy
+454
New +$51.1K 0.04% 107

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KHP Capital's TIP Position: Q3 2018 in Review

KHP Capital held its iShares TIPS Bond ETF (TIP) position steady in Q3 2018 at 454 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #114.

KHP Capital first reported a position in TIP in Q1 2018 and has held it in 3 quarters since. The position peaked at $51K in Q2 2018. 791 funds tracked by Wall St. Rank hold TIP as of Q3 2018.

  • KHP Capital held 454 shares of iShares TIPS Bond ETF worth $50K as of Q3 2018.
  • KHP Capital left its iShares TIPS Bond ETF share count unchanged in Q3 2018.
  • iShares TIPS Bond ETF made up 0.03% of KHP Capital's portfolio in Q3 2018, its #114 holding.
  • KHP Capital first reported a position in iShares TIPS Bond ETF in Q1 2018 and has held it in 3 quarters since.
  • KHP Capital's iShares TIPS Bond ETF position peaked at $51K in Q2 2018.
  • 791 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.