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Scottrade Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Scottrade Investment Management’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
Q3 		$116M Buy
1,025,453
+94,098
+10% +$10.7M 6.34% 7
2017
Q2 		$106M Buy
+931,355
New +$106M 6.83% 7

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Scottrade Investment Management's TIP Position: Q3 2017 in Review

Scottrade Investment Management increased its iShares TIPS Bond ETF (TIP) stake by 10% in Q3 2017, buying an estimated $10.7M and bringing the position to 1,025,453 shares worth $116M. The position accounts for 6.34% of the portfolio, ranked #7.

Scottrade Investment Management first reported a position in TIP in Q2 2017 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold TIP as of Q3 2017.

  • Scottrade Investment Management held 1,025,453 shares of iShares TIPS Bond ETF worth $116M as of Q3 2017.
  • Scottrade Investment Management bought 94,098 iShares TIPS Bond ETF shares in Q3 2017, an estimated $10.7M.
  • iShares TIPS Bond ETF made up 6.34% of Scottrade Investment Management's portfolio in Q3 2017, its #7 holding.
  • Scottrade Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2017 and has held it in 2 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2017.

Based on Scottrade Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.