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

Peachtree 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
2015
Q3 		– Sell
-496
Closed -$56K – 239
2015
Q2 		$56K Hold
496
– – 0.04% 183
2015
Q1 		$56K Hold
496
– – 0.04% 194
2014
Q4 		$56K Hold
496
– – 0.04% 204
2014
Q3 		$56K Buy
+496
New +$56.7K 0.04% 199

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Peachtree Investment Advisors's TIP Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2015, closing a stake of 496 shares — an estimated $56K sold.

Peachtree Investment Advisors first reported a position in TIP in Q3 2014 and held it in 4 quarters. The position peaked at $56K in Q2 2015. 512 funds tracked by Wall St. Rank hold TIP as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 496 iShares TIPS Bond ETF shares in Q3 2015, an estimated $56K.
  • Peachtree Investment Advisors first reported a position in iShares TIPS Bond ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares TIPS Bond ETF position peaked at $56K in Q2 2015.
  • 512 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.