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Mosaic Financial Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Mosaic Financial Partners’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
Q2 		– Sell
-3,381
Closed -$388K – 44
2017
Q1 		$388K Sell
3,381
-271
-7% -$30.9K 0.24% 36
2016
Q4 		$413K Hold
3,652
– – 0.26% 34
2016
Q3 		$425K Sell
3,652
-1,828
-33% -$212K 0.26% 35
2016
Q2 		$639K Sell
5,480
-711
-11% -$81.7K 0.39% 34
2016
Q1 		$710K Buy
6,191
+87
+1% +$9.72K 0.45% 34
2015
Q4 		$669K Sell
6,104
-1,159
-16% -$128K 0.43% 33
2015
Q3 		$804K Sell
7,263
-513
-7% -$57.2K 0.51% 32
2015
Q2 		$871K Sell
7,776
-414
-5% -$46.8K 0.6% 34
2015
Q1 		$930K Buy
8,190
+333
+4% +$37.8K 0.64% 35
2014
Q4 		$880K Sell
7,857
-417
-5% -$47.1K 0.6% 35
2014
Q3 		$927K Sell
8,274
-719
-8% -$82.2K 0.65% 34
2014
Q2 		$1.04M Sell
8,993
-342
-4% -$38.9K 0.71% 32
2014
Q1 		$1.05M Buy
9,335
+136
+1% +$15.2K 0.75% 31
2013
Q4 		$1.01M Sell
9,199
-5,630
-38% -$629K 0.74% 30
2013
Q3 		$1.67M Sell
14,829
-849
-5% -$94.7K 1.3% 22
2013
Q2 		$1.76M Buy
+15,678
New +$1.86M 1.37% 21

Other funds holding TIP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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 $202B AUM 37.79% 1-Year Est. Return

Mosaic Financial Partners's TIP Position: Q2 2017 in Review

Mosaic Financial Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2017, closing a stake of 3,381 shares — an estimated $388K sold.

Mosaic Financial Partners first reported a position in TIP in Q2 2013 and held it in 16 quarters. The position peaked at $1.76M in Q2 2013. 676 funds tracked by Wall St. Rank hold TIP as of Q2 2017.

  • Mosaic Financial Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Mosaic Financial Partners sold 3,381 iShares TIPS Bond ETF shares in Q2 2017, an estimated $388K.
  • Mosaic Financial Partners first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 16 quarters.
  • Mosaic Financial Partners's iShares TIPS Bond ETF position peaked at $1.76M in Q2 2013.
  • 676 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2017.

Based on Mosaic Financial Partners's 13F filing for Q2 2017, filed 8 Aug 2017.