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Lehman Financial Resources’s iShares TIPS Bond ETF TIP Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-630
Closed -$69K – 312
2015
Q3 		$69K Buy
630
+180
+40% +$20.1K 0.04% 120
2015
Q2 		$50K Hold
450
– – 0.02% 153
2015
Q1 		$51K Hold
450
– – 0.02% 159
2014
Q4 		$50K Hold
450
– – 0.02% 146
2014
Q3 		$50K Hold
450
– – 0.03% 147
2014
Q2 		$52K Hold
450
– – 0.02% 140
2014
Q1 		$50K Hold
450
– – 0.03% 139
2013
Q4 		$49K Hold
450
– – 0.03% 130
2013
Q3 		$51K Hold
450
– – 0.03% 113
2013
Q2 		$50K Buy
+450
New +$53.3K 0.03% 101

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return