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Robert N. Shapiro’s iShares TIPS Bond ETF TIP Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$95K Hold
849
– – 0.02% 364
2014
Q3 		$95K Hold
849
– – 0.02% 379
2014
Q2 		$98K Hold
849
– – 0.02% 373
2014
Q1 		$95K Hold
849
– – 0.02% 382
2013
Q4 		$93K Hold
849
– – 0.02% 383
2013
Q3 		$96K Hold
849
– – 0.02% 423
2013
Q2 		$95K Buy
+849
New +$100K 0.02% 400

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Robert N. Shapiro's TIP Position: Q4 2014 in Review

Robert N. Shapiro held its iShares TIPS Bond ETF (TIP) position steady in Q4 2014 at 849 shares worth $95K. The position accounts for 0.02% of the portfolio, ranked #364.

Robert N. Shapiro first reported a position in TIP in Q2 2013 and has held it in 7 quarters since. The position peaked at $98K in Q2 2014. 508 funds tracked by Wall St. Rank hold TIP as of Q4 2014.

  • Robert N. Shapiro held 849 shares of iShares TIPS Bond ETF worth $95K as of Q4 2014.
  • Robert N. Shapiro left its iShares TIPS Bond ETF share count unchanged in Q4 2014.
  • iShares TIPS Bond ETF made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #364 holding.
  • Robert N. Shapiro first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's iShares TIPS Bond ETF position peaked at $98K in Q2 2014.
  • 508 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.