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Ullmann Wealth Partners Group’s iShares TIPS Bond ETF TIP Stock Holding History

Ullmann Wealth Partners 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
Q3 		– Sell
-851
Closed -$96K – 126
2017
Q2 		$96K Buy
+851
New +$97.2K 0.07% 72

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ullmann Wealth Partners Group's TIP Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of iShares TIPS Bond ETF (TIP) in Q3 2017, closing a stake of 851 shares — an estimated $96K sold.

Ullmann Wealth Partners Group first reported a position in TIP in Q2 2017 and held it in 1 quarter. The position peaked at $96K in Q2 2017. 686 funds tracked by Wall St. Rank hold TIP as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining iShares TIPS Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 851 iShares TIPS Bond ETF shares in Q3 2017, an estimated $96K.
  • Ullmann Wealth Partners Group first reported a position in iShares TIPS Bond ETF in Q2 2017 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's iShares TIPS Bond ETF position peaked at $96K in Q2 2017.
  • 686 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.