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Miles Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Miles Capital’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 		$330K Hold
2,796
– – 0.36% 77
2019
Q4 		$326K Hold
2,796
– – 0.26% 96
2019
Q3 		$325K Hold
2,796
– – 0.27% 101
2019
Q2 		$323K Sell
2,796
-87
-3% -$9.89K 0.26% 98
2019
Q1 		$326K Hold
2,883
– – 0.28% 93
2018
Q4 		$316K Hold
2,883
– – 0.31% 88
2018
Q3 		$319K Hold
2,883
– – 0.26% 104
2018
Q2 		$325K Hold
2,883
– – 0.2% 102
2018
Q1 		$326K Hold
2,883
– – 0.18% 99
2017
Q4 		$329K Buy
2,883
+11
+0.4% +$1.25K 0.19% 87
2017
Q3 		$326K Hold
2,872
– – 0.18% 85
2017
Q2 		$326K Hold
2,872
– – 0.18% 99
2017
Q1 		$329K Buy
+2,872
New +$327K 0.18% 94
2016
Q4 		– Sell
-2,209
Closed -$257K – 200
2016
Q3 		$257K Hold
2,209
– – 0.17% 93
2016
Q2 		$258K Hold
2,209
– – 0.18% 143
2016
Q1 		$253K Hold
2,209
– – 0.17% 143
2015
Q4 		$242K Hold
2,209
– – 0.16% 152
2015
Q3 		$245K Sell
2,209
-11,575
-84% -$1.29M 0.18% 145
2015
Q2 		$1.54M Sell
13,784
-128
-0.9% -$14.5K 1.01% 17
2015
Q1 		$1.58M Sell
13,912
-605
-4% -$68.6K 0.94% 20
2014
Q4 		$1.63M Sell
14,517
-515
-3% -$58.2K 0.88% 30
2014
Q3 		$1.68M Sell
15,032
-431
-3% -$49.3K 0.89% 32
2014
Q2 		$1.78M Buy
15,463
+1,342
+10% +$153K 0.9% 28
2014
Q1 		$1.58M Sell
14,121
-660
-4% -$73.8K 0.82% 37
2013
Q4 		$1.62M Buy
14,781
+3,184
+27% +$355K 0.8% 38
2013
Q3 		$1.31M Sell
11,597
-7,771
-40% -$867K 0.74% 36
2013
Q2 		$2.17M Buy
+19,368
New +$2.29M 1% 18

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

Miles Capital's TIP Position: Q1 2020 in Review

Miles Capital held its iShares TIPS Bond ETF (TIP) position steady in Q1 2020 at 2,796 shares worth $330K. The position accounts for 0.36% of the portfolio, ranked #77.

Miles Capital first reported a position in TIP in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.17M in Q2 2013. 895 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

  • Miles Capital held 2,796 shares of iShares TIPS Bond ETF worth $330K as of Q1 2020.
  • Miles Capital left its iShares TIPS Bond ETF share count unchanged in Q1 2020.
  • iShares TIPS Bond ETF made up 0.36% of Miles Capital's portfolio in Q1 2020, its #77 holding.
  • Miles Capital first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 27 quarters since.
  • Miles Capital's iShares TIPS Bond ETF position peaked at $2.17M in Q2 2013.
  • 895 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.