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Portfolio Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Portfolio Solutions’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
2018
Q2 		– Sell
-92
Closed -$10K – 163
2018
Q1 		$10K Hold
92
– – ﹤0.01% 123
2017
Q4 		$10K Hold
92
– – ﹤0.01% 120
2017
Q3 		$10K Hold
92
– – ﹤0.01% 118
2017
Q2 		$10K Sell
92
-67
-42% -$7.66K ﹤0.01% 109
2017
Q1 		$18K Buy
+159
New +$18.1K ﹤0.01% 100

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Solutions's TIP Position: Q2 2018 in Review

Portfolio Solutions sold out of iShares TIPS Bond ETF (TIP) in Q2 2018, closing a stake of 92 shares — an estimated $10K sold.

Portfolio Solutions first reported a position in TIP in Q1 2017 and held it in 5 quarters. The position peaked at $18K in Q1 2017. 790 funds tracked by Wall St. Rank hold TIP as of Q2 2018.

  • Portfolio Solutions reported no remaining iShares TIPS Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Portfolio Solutions sold 92 iShares TIPS Bond ETF shares in Q2 2018, an estimated $10K.
  • Portfolio Solutions first reported a position in iShares TIPS Bond ETF in Q1 2017 and held it in 5 quarters.
  • Portfolio Solutions's iShares TIPS Bond ETF position peaked at $18K in Q1 2017.
  • 790 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.