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Ledyard National Bank’s iShares TIPS Bond ETF TIP Stock Holding History

Ledyard National Bank’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
2019
Q2 		– Sell
-1,833
Closed -$207K – 267
2019
Q1 		$207K Buy
1,833
+4
+0.2% +$444 0.03% 260
2018
Q4 		$200K Hold
1,829
– – 0.03% 267
2018
Q3 		$202K Hold
1,829
– – 0.02% 281
2018
Q2 		$206K Hold
1,829
– – 0.02% 283
2018
Q1 		$207K Sell
1,829
-500
-21% -$56.3K 0.03% 289
2017
Q4 		$266K Buy
2,329
+626
+37% +$71.2K 0.03% 275
2017
Q3 		$193K Buy
1,703
+318
+23% +$36.2K 0.03% 291
2017
Q2 		$157K Buy
1,385
+410
+42% +$46.9K 0.02% 292
2017
Q1 		$112K Hold
975
– – 0.02% 332
2016
Q4 		$110K Hold
975
– – 0.02% 244
2016
Q3 		$114K Sell
975
-45
-4% -$5.22K 0.02% 238
2016
Q2 		$119K Hold
1,020
– – 0.02% 227
2016
Q1 		$117K Sell
1,020
-301
-23% -$33.6K 0.02% 233
2015
Q4 		$145K Buy
1,321
+1,291
+4,303% +$143K 0.03% 214
2015
Q3 		$3K Hold
30
– – ﹤0.01% 629
2015
Q2 		$3K Hold
30
– – ﹤0.01% 656
2015
Q1 		$3K Hold
30
– – ﹤0.01% 666
2014
Q4 		$3K Hold
30
– – ﹤0.01% 680
2014
Q3 		$3K Hold
30
– – ﹤0.01% 658
2014
Q2 		$3K Hold
30
– – ﹤0.01% 666
2014
Q1 		$3K Hold
30
– – ﹤0.01% 661
2013
Q4 		$3K Sell
30
-40
-57% -$4.47K ﹤0.01% 670
2013
Q3 		$8K Buy
70
+40
+133% +$4.46K ﹤0.01% 364
2013
Q2 		$3K Buy
+30
New +$3.55K ﹤0.01% 408

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ledyard National Bank's TIP Position: Q2 2019 in Review

Ledyard National Bank sold out of iShares TIPS Bond ETF (TIP) in Q2 2019, closing a stake of 1,833 shares — an estimated $207K sold.

Ledyard National Bank first reported a position in TIP in Q2 2013 and held it in 24 quarters. The position peaked at $266K in Q4 2017. 817 funds tracked by Wall St. Rank hold TIP as of Q2 2019.

  • Ledyard National Bank reported no remaining iShares TIPS Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Ledyard National Bank sold 1,833 iShares TIPS Bond ETF shares in Q2 2019, an estimated $207K.
  • Ledyard National Bank first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 24 quarters.
  • Ledyard National Bank's iShares TIPS Bond ETF position peaked at $266K in Q4 2017.
  • 817 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2019.

Based on Ledyard National Bank's 13F filing for Q2 2019, filed 26 Jul 2019.