Torch Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Torch Wealth 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
2015 Q4	–	Sell	-2,007	Closed	-$222K	–	103
2015 Q3	$222K	Hold	2,007	–	–	0.17%	91
2015 Q2	$225K	Buy	+2,007	New	+$227K	0.16%	93
2014 Q3	–	Sell	-452	Closed	-$52K	–	218
2014 Q2	$52K	Hold	452	–	–	0.04%	156
2014 Q1	$51K	Hold	452	–	–	0.04%	152
2013 Q4	$50K	Buy	+452	New	+$50.5K	0.04%	142

Other funds holding TIP

TCT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Torch Wealth Management's TIP Position: Q4 2015 in Review

Torch Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2015, closing a stake of 2,007 shares — an estimated $222K sold.

Torch Wealth Management first reported a position in TIP in Q4 2013 and held it in 5 quarters. The position peaked at $225K in Q2 2015. 538 funds tracked by Wall St. Rank hold TIP as of Q4 2015.

Torch Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2015 after selling out during the quarter.
Torch Wealth Management sold 2,007 iShares TIPS Bond ETF shares in Q4 2015, an estimated $222K.
Torch Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2013 and held it in 5 quarters.
Torch Wealth Management's iShares TIPS Bond ETF position peaked at $225K in Q2 2015.
538 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2015.

Based on Torch Wealth Management's 13F filing for Q4 2015, filed 28 Jan 2016.