MCM
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Maple Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Maple Capital 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
2020
Q1 		– Sell
-2,000
Closed -$233K – 122
2019
Q4 		$233K Sell
2,000
-60
-3% -$6.97K 0.05% 111
2019
Q3 		$240K Sell
2,060
-175
-8% -$20.3K 0.05% 106
2019
Q2 		$258K Buy
2,235
+96
+4% +$10.9K 0.06% 107
2019
Q1 		$242K Sell
2,139
-105
-5% -$11.6K 0.06% 110
2018
Q4 		$246K Sell
2,244
-101
-4% -$11K 0.06% 108
2018
Q3 		$259K Buy
2,345
+135
+6% +$15.1K 0.06% 110
2018
Q2 		$249K Buy
2,210
+75
+4% +$8.42K 0.06% 116
2018
Q1 		$241K Buy
2,135
+60
+3% +$6.75K 0.06% 122
2017
Q4 		$237K Hold
2,075
– – 0.06% 124
2017
Q3 		$236K Sell
2,075
-40
-2% -$4.55K 0.06% 126
2017
Q2 		$240K Hold
2,115
– – 0.07% 121
2017
Q1 		$242K Hold
2,115
– – 0.07% 120
2016
Q4 		$239K Hold
2,115
– – 0.08% 116
2016
Q3 		$246K Buy
+2,115
New +$245K 0.08% 112
2016
Q2 		– Sell
-2,050
Closed -$235K – 120
2016
Q1 		$235K Sell
2,050
-571
-22% -$63.8K 0.09% 109
2015
Q4 		$287K Buy
+2,621
New +$290K 0.1% 107
2015
Q3 		– Sell
-2,050
Closed -$230K – 128
2015
Q2 		$230K Hold
2,050
– – 0.08% 116
2015
Q1 		$233K Sell
2,050
-150
-7% -$17K 0.08% 114
2014
Q4 		$246K Hold
2,200
– – 0.09% 116
2014
Q3 		$247K Sell
2,200
-146
-6% -$16.7K 0.09% 108
2014
Q2 		$271K Hold
2,346
– – 0.1% 106
2014
Q1 		$263K Hold
2,346
– – 0.1% 110
2013
Q4 		$258K Hold
2,346
– – 0.1% 114
2013
Q3 		$264K Buy
2,346
+50
+2% +$5.58K 0.12% 108
2013
Q2 		$257K Buy
+2,296
New +$272K 0.11% 106

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Maple Capital Management's TIP Position: Q1 2020 in Review

Maple Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 2,000 shares — an estimated $233K sold.

Maple Capital Management first reported a position in TIP in Q2 2013 and held it in 25 quarters. The position peaked at $287K in Q4 2015. 895 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

  • Maple Capital Management reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Maple Capital Management sold 2,000 iShares TIPS Bond ETF shares in Q1 2020, an estimated $233K.
  • Maple Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 25 quarters.
  • Maple Capital Management's iShares TIPS Bond ETF position peaked at $287K in Q4 2015.
  • 895 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Maple Capital Management's 13F filing for Q1 2020, filed 14 May 2020.