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Summit Equities’s iShares TIPS Bond ETF TIP Stock Holding History

Summit Equities’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
Q3 		$228K Buy
2,059
+51
+3% +$5.7K 0.04% 40
2018
Q2 		$227K Buy
+2,008
New +$225K 0.04% 40

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Equities's TIP Position: Q3 2018 in Review

Summit Equities increased its iShares TIPS Bond ETF (TIP) stake by 2.5% in Q3 2018, buying an estimated $5.7K and bringing the position to 2,059 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #40.

Summit Equities first reported a position in TIP in Q2 2018 and has held it in 2 quarters since. 791 funds tracked by Wall St. Rank hold TIP as of Q3 2018.

  • Summit Equities held 2,059 shares of iShares TIPS Bond ETF worth $228K as of Q3 2018.
  • Summit Equities bought 51 iShares TIPS Bond ETF shares in Q3 2018, an estimated $5.7K.
  • iShares TIPS Bond ETF made up 0.04% of Summit Equities's portfolio in Q3 2018, its #40 holding.
  • Summit Equities first reported a position in iShares TIPS Bond ETF in Q2 2018 and has held it in 2 quarters since.
  • 791 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.