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Moneywise Inc’s iShares TIPS Bond ETF TIP Stock Holding History

Moneywise Inc’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
2017
Q4 		– Sell
-2,029
Closed -$230K – 40
2017
Q3 		$230K Buy
2,029
+50
+3% +$5.69K 0.18% 30
2017
Q2 		$225K Sell
1,979
-87
-4% -$9.94K 0.19% 32
2017
Q1 		$237K Hold
2,066
– – 0.21% 31
2016
Q4 		$234K Buy
2,066
+93
+5% +$10.6K 0.23% 31
2016
Q3 		$230K Buy
+1,973
New +$229K 0.24% 31

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moneywise Inc's TIP Position: Q4 2017 in Review

Moneywise Inc sold out of iShares TIPS Bond ETF (TIP) in Q4 2017, closing a stake of 2,029 shares — an estimated $230K sold.

Moneywise Inc first reported a position in TIP in Q3 2016 and held it in 5 quarters. The position peaked at $237K in Q1 2017. 785 funds tracked by Wall St. Rank hold TIP as of Q4 2017.

  • Moneywise Inc reported no remaining iShares TIPS Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Moneywise Inc sold 2,029 iShares TIPS Bond ETF shares in Q4 2017, an estimated $230K.
  • Moneywise Inc first reported a position in iShares TIPS Bond ETF in Q3 2016 and held it in 5 quarters.
  • Moneywise Inc's iShares TIPS Bond ETF position peaked at $237K in Q1 2017.
  • 785 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2017.

Based on Moneywise Inc's 13F filing for Q4 2017, filed 8 Jan 2018.