OWD
TIP icon

Osborn Williams & Donohoe’s iShares TIPS Bond ETF TIP Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-35,736
Closed -$4.03M – 621
2019
Q1 		$4.03M Buy
+35,736
New +$3.96M 0.41% 68

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osborn Williams & Donohoe's TIP Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares TIPS Bond ETF (TIP) in Q2 2019, closing a stake of 35,736 shares — an estimated $4.03M sold.

Osborn Williams & Donohoe first reported a position in TIP in Q1 2019 and held it in 1 quarter. The position peaked at $4.03M in Q1 2019. 817 funds tracked by Wall St. Rank hold TIP as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares TIPS Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 35,736 iShares TIPS Bond ETF shares in Q2 2019, an estimated $4.03M.
  • Osborn Williams & Donohoe first reported a position in iShares TIPS Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares TIPS Bond ETF position peaked at $4.03M in Q1 2019.
  • 817 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.