Perkins Coie Trust Company’s iShares TIPS Bond ETF TIP Stock Holding History

Perkins Coie Trust Company’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
2023 Q4	–	Sell	-34	Closed	-$3.53K	–	559
2023 Q3	$3.53K	Buy	+34	New	+$3.6K	﹤0.01%	304
2019 Q2	–	Sell	-100	Closed	-$11K	–	334
2019 Q1	$11K	Hold	100	–	–	0.01%	253
2018 Q4	$11K	Hold	100	–	–	0.01%	249
2018 Q3	$11K	Hold	100	–	–	0.01%	256
2018 Q2	$11K	Hold	100	–	–	0.01%	258
2018 Q1	$11K	Hold	100	–	–	0.01%	257
2017 Q4	$11K	Hold	100	–	–	0.01%	251
2017 Q3	$11K	Hold	100	–	–	0.01%	255
2017 Q2	$11K	Hold	100	–	–	0.01%	257
2017 Q1	$11K	Hold	100	–	–	0.01%	243
2016 Q4	$11K	Hold	100	–	–	0.01%	242
2016 Q3	$12K	Hold	100	–	–	0.01%	206
2016 Q2	$12K	Hold	100	–	–	0.01%	207
2016 Q1	$11K	Hold	100	–	–	0.01%	208
2015 Q4	$11K	Hold	100	–	–	0.01%	199
2015 Q3	$11K	Hold	100	–	–	0.01%	200
2015 Q2	$11K	Buy	+100	New	+$11.3K	0.01%	209

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Perkins Coie Trust Company's TIP Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 34 shares — an estimated $3.53K sold.

Perkins Coie Trust Company first reported a position in TIP in Q2 2015 and held it in 17 quarters. The position peaked at $12K in Q3 2016. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

Perkins Coie Trust Company reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
Perkins Coie Trust Company sold 34 iShares TIPS Bond ETF shares in Q4 2023, an estimated $3.53K.
Perkins Coie Trust Company first reported a position in iShares TIPS Bond ETF in Q2 2015 and held it in 17 quarters.
Perkins Coie Trust Company's iShares TIPS Bond ETF position peaked at $12K in Q3 2016.
1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.