UR
TIP icon

USCA RIA’s iShares TIPS Bond ETF TIP Stock Holding History

USCA RIA’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
Q3 		– Sell
-2,207
Closed -$247K – 390
2015
Q2 		$247K Sell
2,207
-110
-5% -$12.4K 0.07% 286
2015
Q1 		$263K Buy
+2,317
New +$263K 0.07% 275

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

USCA RIA's TIP Position: Q3 2015 in Review

USCA RIA sold out of iShares TIPS Bond ETF (TIP) in Q3 2015, closing a stake of 2,207 shares — an estimated $247K sold.

USCA RIA first reported a position in TIP in Q1 2015 and held it in 2 quarters. The position peaked at $263K in Q1 2015. 511 funds tracked by Wall St. Rank hold TIP as of Q3 2015.

  • USCA RIA reported no remaining iShares TIPS Bond ETF position as of Q3 2015 after selling out during the quarter.
  • USCA RIA sold 2,207 iShares TIPS Bond ETF shares in Q3 2015, an estimated $247K.
  • USCA RIA first reported a position in iShares TIPS Bond ETF in Q1 2015 and held it in 2 quarters.
  • USCA RIA's iShares TIPS Bond ETF position peaked at $263K in Q1 2015.
  • 511 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2015.

Based on USCA RIA's 13F filing for Q3 2015, filed 13 Nov 2015.