PHH Investments’s iShares TIPS Bond ETF TIP Stock Holding History

PHH Investments’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 Q4	$4.18M	Buy	35,833 +2,323	+7%	+$270K	1.1%	14
2019 Q3	$3.9M	Buy	33,510 +2,534	+8%	+$294K	1.08%	14
2019 Q2	$3.58M	Buy	30,976 +1,753	+6%	+$199K	1.02%	15
2019 Q1	$3.3M	Buy	29,223 +1,838	+7%	+$204K	0.96%	15
2018 Q4	$3M	Buy	27,385 +5,250	+24%	+$573K	0.97%	16
2018 Q3	$2.45M	Buy	22,135 +1,836	+9%	+$205K	0.71%	15
2018 Q2	$2.29M	Buy	20,299 +3,513	+21%	+$394K	0.7%	11
2018 Q1	$1.9M	Buy	+16,786	New	+$1.89M	0.59%	18

Other funds holding TIP

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

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PHH Investments's TIP Position: Q4 2019 in Review

PHH Investments increased its iShares TIPS Bond ETF (TIP) stake by 6.9% in Q4 2019, buying an estimated $270K and bringing the position to 35,833 shares worth $4.18M. The position accounts for 1.1% of the portfolio, ranked #14.

PHH Investments first reported a position in TIP in Q1 2018 and has held it in 8 quarters since. 927 funds tracked by Wall St. Rank hold TIP as of Q4 2019.

PHH Investments held 35,833 shares of iShares TIPS Bond ETF worth $4.18M as of Q4 2019.
PHH Investments bought 2,323 iShares TIPS Bond ETF shares in Q4 2019, an estimated $270K.
iShares TIPS Bond ETF made up 1.1% of PHH Investments's portfolio in Q4 2019, its #14 holding.
PHH Investments first reported a position in iShares TIPS Bond ETF in Q1 2018 and has held it in 8 quarters since.
927 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.