Marcuard Family Office’s iShares TIPS Bond ETF TIP Stock Holding History

Marcuard Family Office’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
2014 Q3	$1.15M	Sell	10,250 -1,200	-10%	-$137K	2.47%	10
2014 Q2	$1.32M	Hold	11,450	–	–	2.98%	6
2014 Q1	$1.28M	Buy	11,450 +100	+0.9%	+$11.2K	3.11%	7
2013 Q4	$1.25M	Sell	11,350 -500	-4%	-$55.8K	2.68%	10
2013 Q3	$1.33M	Sell	11,850 -560	-5%	-$62.5K	2.55%	12
2013 Q2	$1.39M	Buy	+12,410	New	+$1.47M	2.23%	14

Other funds holding TIP

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Marcuard Family Office's TIP Position: Q3 2014 in Review

Marcuard Family Office reduced its iShares TIPS Bond ETF (TIP) stake by 10% in Q3 2014, selling an estimated $137K and leaving 10,250 shares worth $1.15M. The position accounts for 2.47% of the portfolio, ranked #10.

Marcuard Family Office first reported a position in TIP in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.39M in Q2 2013. 470 funds tracked by Wall St. Rank hold TIP as of Q3 2014.

Marcuard Family Office held 10,250 shares of iShares TIPS Bond ETF worth $1.15M as of Q3 2014.
Marcuard Family Office sold 1,200 iShares TIPS Bond ETF shares in Q3 2014, an estimated $137K.
iShares TIPS Bond ETF made up 2.47% of Marcuard Family Office's portfolio in Q3 2014, its #10 holding.
Marcuard Family Office first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 6 quarters since.
Marcuard Family Office's iShares TIPS Bond ETF position peaked at $1.39M in Q2 2013.
470 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2014.

Based on Marcuard Family Office's 13F filing for Q3 2014, filed 16 Oct 2014.