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Shelton Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Shelton Capital 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
2018
Q2 		– Sell
-1,834
Closed -$207K – 883
2018
Q1 		$207K Buy
1,834
+17
+0.9% +$1.91K 0.01% 768
2017
Q4 		$207K Sell
1,817
-300
-14% -$34.1K 0.01% 803
2017
Q3 		$240K Sell
2,117
-60
-3% -$6.83K 0.02% 695
2017
Q2 		$247K Sell
2,177
-2
-0.1% -$229 0.02% 693
2017
Q1 		$250K Buy
2,179
+227
+12% +$25.9K 0.02% 682
2016
Q4 		$221K Buy
1,952
+62
+3% +$7.08K 0.02% 785
2016
Q3 		$220K Buy
1,890
+16
+0.9% +$1.86K 0.02% 709
2016
Q2 		$219K Buy
1,874
+26
+1% +$2.99K 0.02% 673
2016
Q1 		$212K Buy
+1,848
New +$206K 0.02% 702
2014
Q4 		– Sell
-1,961
Closed -$220K – 805
2014
Q3 		$220K Hold
1,961
– – 0.03% 684
2014
Q2 		$226K Sell
1,961
-118
-6% -$13.4K 0.03% 702
2014
Q1 		$233K Buy
2,079
+176
+9% +$19.7K 0.03% 653
2013
Q4 		$209K Sell
1,903
-70
-4% -$7.82K 0.03% 687
2013
Q3 		$222K Sell
1,973
-186
-9% -$20.7K 0.04% 601
2013
Q2 		$242K Buy
+2,159
New +$255K 0.04% 526

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Shelton Capital Management's TIP Position: Q2 2018 in Review

Shelton Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2018, closing a stake of 1,834 shares — an estimated $207K sold.

Shelton Capital Management first reported a position in TIP in Q2 2013 and held it in 15 quarters. The position peaked at $250K in Q1 2017. 790 funds tracked by Wall St. Rank hold TIP as of Q2 2018.

  • Shelton Capital Management reported no remaining iShares TIPS Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Shelton Capital Management sold 1,834 iShares TIPS Bond ETF shares in Q2 2018, an estimated $207K.
  • Shelton Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 15 quarters.
  • Shelton Capital Management's iShares TIPS Bond ETF position peaked at $250K in Q1 2017.
  • 790 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2018.

Based on Shelton Capital Management's 13F filing for Q2 2018, filed 10 Aug 2018.