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Portfolio Strategies (Washington)’s iShares TIPS Bond ETF TIP Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$2K Hold
21
– – ﹤0.01% 71
2017
Q3 		$2K Hold
21
– – ﹤0.01% 58
2017
Q2 		$2K Hold
21
– – ﹤0.01% 67
2017
Q1 		$2K Hold
21
– – ﹤0.01% 68
2016
Q4 		$2K Buy
+21
New +$2.4K ﹤0.01% 85

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $1.56T AUM 27.86% 1-Year Est. Return

Portfolio Strategies (Washington)'s TIP Position: Q4 2017 in Review

Portfolio Strategies (Washington) held its iShares TIPS Bond ETF (TIP) position steady in Q4 2017 at 21 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #71.

Portfolio Strategies (Washington) first reported a position in TIP in Q4 2016 and has held it in 5 quarters since. 785 funds tracked by Wall St. Rank hold TIP as of Q4 2017.

  • Portfolio Strategies (Washington) held 21 shares of iShares TIPS Bond ETF worth $2K as of Q4 2017.
  • Portfolio Strategies (Washington) left its iShares TIPS Bond ETF share count unchanged in Q4 2017.
  • iShares TIPS Bond ETF made up ﹤0.01% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #71 holding.
  • Portfolio Strategies (Washington) first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • 785 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.