MD Financial Management’s iShares TIPS Bond ETF TIP Stock Holding History

MD Financial 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
2019 Q3	–	Sell	-683,094	Closed	-$78.9M	–	45
2019 Q2	$78.9M	Sell	683,094 -172,994	-20%	-$19.7M	3.82%	8
2019 Q1	$96.8M	Buy	856,088 +13,131	+2%	+$1.46M	4.43%	10
2018 Q4	$92.3M	Sell	842,957 -29,668	-3%	-$3.24M	4.6%	8
2018 Q3	$96.5M	Buy	872,625 +430	+0%	+$48K	4.39%	8
2018 Q2	$98.4M	Buy	872,195 +37,333	+4%	+$4.19M	4.55%	7
2018 Q1	$94.4M	Buy	834,862 +174,790	+26%	+$19.7M	4.52%	6
2017 Q4	$75.3M	Buy	+660,072	New	+$75.1M	3.68%	11

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MD Financial Management's TIP Position: Q3 2019 in Review

MD Financial Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 683,094 shares — an estimated $78.9M sold.

MD Financial Management first reported a position in TIP in Q4 2017 and held it in 7 quarters. The position peaked at $98.4M in Q2 2018. 805 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

MD Financial Management reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
MD Financial Management sold 683,094 iShares TIPS Bond ETF shares in Q3 2019, an estimated $78.9M.
MD Financial Management first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 7 quarters.
MD Financial Management's iShares TIPS Bond ETF position peaked at $98.4M in Q2 2018.
805 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on MD Financial Management's 13F filing for Q3 2019, filed 1 Nov 2019.