Threshold Group’s iShares TIPS Bond ETF TIP Stock Holding History

Threshold 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
2017 Q1	–	Sell	-5,550	Closed	-$628K	–	38
2016 Q4	$628K	Buy	+5,550	New	+$634K	0.55%	30

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Threshold Group's TIP Position: Q1 2017 in Review

Threshold Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2017, closing a stake of 5,550 shares — an estimated $628K sold.

Threshold Group first reported a position in TIP in Q4 2016 and held it in 1 quarter. The position peaked at $628K in Q4 2016. 667 funds tracked by Wall St. Rank hold TIP as of Q1 2017.

Threshold Group reported no remaining iShares TIPS Bond ETF position as of Q1 2017 after selling out during the quarter.
Threshold Group sold 5,550 iShares TIPS Bond ETF shares in Q1 2017, an estimated $628K.
Threshold Group first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 1 quarter.
Threshold Group's iShares TIPS Bond ETF position peaked at $628K in Q4 2016.
667 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2017.

Based on Threshold Group's 13F filing for Q1 2017, filed 15 May 2017.