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Mount Lucas Management’s iShares TIPS Bond ETF TIP Stock Holding History

Mount Lucas 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
2020
Q1 		– Sell
-11,065
Closed -$1.29M – 75
2019
Q4 		$1.29M Buy
11,065
+35
+0.3% +$4.07K 0.26% 83
2019
Q3 		$1.28M Sell
11,030
-567
-5% -$65.8K 0.23% 83
2019
Q2 		$1.34M Buy
11,597
+657
+6% +$74.7K 0.23% 85
2019
Q1 		$1.24M Buy
+10,940
New +$1.21M 0.2% 78
2018
Q4 		– Sell
-2,947
Closed -$326K – 76
2018
Q3 		$326K Sell
2,947
-4,661
-61% -$521K 0.05% 64
2018
Q2 		$859K Buy
+7,608
New +$854K 0.13% 68
2018
Q1 		– Sell
-7,186
Closed -$820K – 107
2017
Q4 		$820K Buy
7,186
+43
+0.6% +$4.89K 0.14% 97
2017
Q3 		$811K Buy
7,143
+6,573
+1,153% +$748K 0.15% 101
2017
Q2 		$65K Buy
+570
New +$65.1K 0.01% 136
2016
Q4 		– Sell
-985
Closed -$115K – 168
2016
Q3 		$115K Buy
985
+136
+16% +$15.8K 0.02% 131
2016
Q2 		$99K Buy
849
+156
+23% +$17.9K 0.02% 119
2016
Q1 		$79K Buy
+693
New +$77.4K 0.01% 95

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Lucas Management's TIP Position: Q1 2020 in Review

Mount Lucas Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 11,065 shares — an estimated $1.29M sold.

Mount Lucas Management first reported a position in TIP in Q1 2016 and held it in 12 quarters. The position peaked at $1.34M in Q2 2019. 896 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

  • Mount Lucas Management reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Mount Lucas Management sold 11,065 iShares TIPS Bond ETF shares in Q1 2020, an estimated $1.29M.
  • Mount Lucas Management first reported a position in iShares TIPS Bond ETF in Q1 2016 and held it in 12 quarters.
  • Mount Lucas Management's iShares TIPS Bond ETF position peaked at $1.34M in Q2 2019.
  • 896 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Mount Lucas Management's 13F filing for Q1 2020, filed 15 May 2020.