MIH
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Madison Investment Holdings’s iShares TIPS Bond ETF TIP Stock Holding History

Madison Investment Holdings’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
Q3 		– Sell
-48,865
Closed -$5.64M – 292
2019
Q2 		$5.64M Sell
48,865
-1,406
-3% -$160K 0.1% 147
2019
Q1 		$5.68M Sell
50,271
-154,231
-75% -$17.1M 0.1% 149
2018
Q4 		$22.4M Sell
204,502
-242,756
-54% -$26.5M 0.45% 79
2018
Q3 		$49.5M Sell
447,258
-29,530
-6% -$3.3M 0.85% 38
2018
Q2 		$53.8M Buy
476,788
+222,108
+87% +$24.9M 0.96% 29
2018
Q1 		$28.8M Sell
254,680
-446,880
-64% -$50.3M 0.51% 69
2017
Q4 		$80M Buy
701,560
+365,637
+109% +$41.6M 1.37% 14
2017
Q3 		$38.2M Sell
335,923
-10,482
-3% -$1.19M 0.68% 47
2017
Q2 		$39.3M Sell
346,405
-62,833
-15% -$7.18M 0.73% 44
2017
Q1 		$46.9M Sell
409,238
-327,638
-44% -$37.3M 0.87% 34
2016
Q4 		$83.4M Sell
736,876
-28,411
-4% -$3.24M 1.62% 6
2016
Q3 		$89.1M Buy
765,287
+78,451
+11% +$9.1M 1.76% 8
2016
Q2 		$80.1M Sell
686,836
-104,639
-13% -$12M 1.66% 8
2016
Q1 		$90.7M Buy
791,475
+590,420
+294% +$66M 1.92% 6
2015
Q4 		$22.1M Buy
201,055
+61,677
+44% +$6.82M 0.48% 80
2015
Q3 		$15.4M Sell
139,378
-24,012
-15% -$2.68M 0.34% 106
2015
Q2 		$18.3M Buy
163,390
+124,002
+315% +$14M 0.37% 100
2015
Q1 		$4.47M Buy
+39,388
New +$4.47M 0.09% 153
2014
Q2 		– Sell
-129,255
Closed -$14.5M – 231
2014
Q1 		$14.5M Buy
129,255
+77,642
+150% +$8.69M 0.28% 113
2013
Q4 		$5.67M Buy
51,613
+34,134
+195% +$3.81M 0.11% 143
2013
Q3 		$1.97M Sell
17,479
-8,655
-33% -$966K 0.04% 166
2013
Q2 		$2.93M Buy
+26,134
New +$3.09M 0.06% 147

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Madison Investment Holdings's TIP Position: Q3 2019 in Review

Madison Investment Holdings sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 48,865 shares — an estimated $5.64M sold.

Madison Investment Holdings first reported a position in TIP in Q2 2013 and held it in 22 quarters. The position peaked at $90.7M in Q1 2016. 804 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

  • Madison Investment Holdings reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Madison Investment Holdings sold 48,865 iShares TIPS Bond ETF shares in Q3 2019, an estimated $5.64M.
  • Madison Investment Holdings first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 22 quarters.
  • Madison Investment Holdings's iShares TIPS Bond ETF position peaked at $90.7M in Q1 2016.
  • 804 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.