LWM
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LBA Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

LBA Wealth 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
2017
Q1 		$14K Hold
121
– – 0.01% 303
2016
Q4 		$14K Hold
121
– – 0.01% 291
2016
Q3 		$14K Hold
121
– – 0.01% 294
2016
Q2 		$14K Hold
121
– – 0.01% 286
2016
Q1 		$14K Buy
121
+100
+476% +$11.2K 0.01% 278
2015
Q4 		$2K Buy
+21
New +$2.32K ﹤0.01% 384

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LBA Wealth Management's TIP Position: Q1 2017 in Review

LBA Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q1 2017 at 121 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #303.

LBA Wealth Management first reported a position in TIP in Q4 2015 and has held it in 6 quarters since. 667 funds tracked by Wall St. Rank hold TIP as of Q1 2017.

  • LBA Wealth Management held 121 shares of iShares TIPS Bond ETF worth $14K as of Q1 2017.
  • LBA Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q1 2017.
  • iShares TIPS Bond ETF made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #303 holding.
  • LBA Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2015 and has held it in 6 quarters since.
  • 667 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.