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Risk Paradigm Group’s iShares TIPS Bond ETF TIP Stock Holding History

Risk Paradigm Group’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
Q4 		$3.21M Buy
29,289
+388
+1% +$42.4K 7.8% 2
2018
Q3 		$3.2M Buy
28,901
+2,528
+10% +$282K 6.34% 4
2018
Q2 		$2.98M Buy
26,373
+17,839
+209% +$2M 5.73% 5
2018
Q1 		$965K Sell
8,534
-15
-0.2% -$1.69K 1.23% 19
2017
Q4 		$975K Sell
8,549
-307
-3% -$34.9K 1.05% 27
2017
Q3 		$1.01M Sell
8,856
-375
-4% -$42.7K 1.23% 22
2017
Q2 		$1.05M Sell
9,231
-302
-3% -$34.5K 1.23% 24
2017
Q1 		$1.09M Sell
9,533
-5,286
-36% -$602K 1.25% 24
2016
Q4 		$1.68M Buy
14,819
+9,954
+205% +$1.14M 1.85% 11
2016
Q3 		$567K Sell
4,865
-1,100
-18% -$128K 0.42% 66
2016
Q2 		$696K Sell
5,965
-3,448
-37% -$396K 0.94% 46
2016
Q1 		$1.08M Buy
+9,413
New +$1.05M 1.37% 35
2015
Q4 		– Sell
-45
Closed -$4.98K – 366
2015
Q3 		$4.98K Sell
45
-313
-87% -$34.9K 0.01% 278
2015
Q2 		$40.1K Sell
358
-16,380
-98% -$1.85M 0.04% 127
2015
Q1 		$1.9M Buy
+16,738
New +$1.9M 1.86% 21

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Risk Paradigm Group's TIP Position: Q4 2018 in Review

Risk Paradigm Group increased its iShares TIPS Bond ETF (TIP) stake by 1.3% in Q4 2018, buying an estimated $42.4K and bringing the position to 29,289 shares worth $3.21M. The position accounts for 7.8% of the portfolio, ranked #2.

Risk Paradigm Group first reported a position in TIP in Q1 2015 and has held it in 15 quarters since. 802 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

  • Risk Paradigm Group held 29,289 shares of iShares TIPS Bond ETF worth $3.21M as of Q4 2018.
  • Risk Paradigm Group bought 388 iShares TIPS Bond ETF shares in Q4 2018, an estimated $42.4K.
  • iShares TIPS Bond ETF made up 7.8% of Risk Paradigm Group's portfolio in Q4 2018, its #2 holding.
  • Risk Paradigm Group first reported a position in iShares TIPS Bond ETF in Q1 2015 and has held it in 15 quarters since.
  • 802 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.