NIA
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Northstar Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Northstar Investment Advisors’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
-1,790
Closed -$205K – 122
2017
Q1 		$205K Hold
1,790
– – 0.04% 111
2016
Q4 		$203K Buy
+1,790
New +$204K 0.05% 107
2015
Q3 		– Sell
-2,178
Closed -$244K – 103
2015
Q2 		$244K Buy
+2,178
New +$246K 0.06% 93
2015
Q1 		– Sell
-2,176
Closed -$244K – 110
2014
Q4 		$244K Buy
+2,176
New +$246K 0.06% 98
2014
Q2 		– Sell
-2,176
Closed -$244K – 116
2014
Q1 		$244K Sell
2,176
-388
-15% -$43.4K 0.06% 104
2013
Q4 		$282K Buy
+2,564
New +$286K 0.08% 100

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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $501B AUM 22.01% 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 $19.6B AUM 25.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return