TI
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Truepoint Inc’s iShares TIPS Bond ETF TIP Stock Holding History

Truepoint Inc’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
-276
Closed -$2.44K – 113
2018
Q1 		$2.44K Sell
276
-1,524
-85% -$172K 0.02% 88
2017
Q4 		$205K Buy
+1,800
New +$205K 0.02% 89
2017
Q3 		– Sell
-3,000
Closed -$340K – 112
2017
Q2 		$340K Hold
3,000
– – 0.03% 71
2017
Q1 		$344K Hold
3,000
– – 0.04% 71
2016
Q4 		$343K Sell
3,000
-400
-12% -$45.7K 0.04% 65
2016
Q3 		$396K Sell
3,400
-1,250
-27% -$145K 0.05% 50
2016
Q2 		$543K Hold
4,650
– – 0.07% 44
2016
Q1 		$533K Hold
4,650
– – 0.07% 42
2015
Q4 		$510K Buy
+4,650
New +$514K 0.07% 35

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truepoint Inc's TIP Position: Q2 2018 in Review

Truepoint Inc sold out of iShares TIPS Bond ETF (TIP) in Q2 2018, closing a stake of 276 shares — an estimated $2.44K sold.

Truepoint Inc first reported a position in TIP in Q4 2015 and held it in 9 quarters. The position peaked at $543K in Q2 2016. 790 funds tracked by Wall St. Rank hold TIP as of Q2 2018.

  • Truepoint Inc reported no remaining iShares TIPS Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Truepoint Inc sold 276 iShares TIPS Bond ETF shares in Q2 2018, an estimated $2.44K.
  • Truepoint Inc first reported a position in iShares TIPS Bond ETF in Q4 2015 and held it in 9 quarters.
  • Truepoint Inc's iShares TIPS Bond ETF position peaked at $543K in Q2 2016.
  • 790 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2018.

Based on Truepoint Inc's 13F filing for Q2 2018, filed 9 Aug 2018.