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Vantage Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Vantage Investment Advisors’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
Q3 		$17K Buy
822
+625
+317% +$69.8K ﹤0.01% 458
2018
Q2 		$22K Sell
197
-1,654
-89% -$186K 0.01% 410
2018
Q1 		$209K Sell
1,851
-96,530
-98% -$10.9M 0.05% 137
2017
Q4 		$11.2M Buy
98,381
+5,538
+6% +$630K 2.58% 7
2017
Q3 		$10.5M Buy
92,843
+8,411
+10% +$958K 2.71% 6
2017
Q2 		$9.58M Buy
84,432
+12,772
+18% +$1.46M 2.76% 5
2017
Q1 		$8.22M Buy
71,660
+71,274
+18,465% +$8.12M 2.7% 5
2016
Q4 		$44K Hold
386
– – 0.02% 265
2016
Q3 		$45K Sell
386
-319
-45% -$37K 0.02% 256
2016
Q2 		$59K Buy
705
+356
+102% +$40.9K 0.02% 240
2016
Q1 		$40K Sell
349
-32
-8% -$3.58K 0.02% 277
2015
Q4 		$42K Buy
381
+32
+9% +$3.54K 0.02% 265
2015
Q3 		$39K Hold
349
– – 0.02% 253
2015
Q2 		$39K Sell
349
-149
-30% -$16.8K 0.02% 268
2015
Q1 		$57K Buy
498
+218
+78% +$24.7K 0.02% 316
2014
Q4 		$31K Hold
280
– – 0.02% 306
2014
Q3 		$31K Hold
280
– – 0.02% 289
2014
Q2 		$32K Hold
280
– – 0.02% 298
2014
Q1 		$31K Sell
280
-175
-38% -$19.6K 0.02% 276
2013
Q4 		$50K Buy
+455
New +$50.8K 0.03% 209

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vantage Investment Advisors's TIP Position: Q3 2018 in Review

Vantage Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 317% in Q3 2018, buying an estimated $69.8K and bringing the position to 822 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Vantage Investment Advisors first reported a position in TIP in Q4 2013 and has held it in 20 quarters since. The position peaked at $11.2M in Q4 2017. 791 funds tracked by Wall St. Rank hold TIP as of Q3 2018.

  • Vantage Investment Advisors held 822 shares of iShares TIPS Bond ETF worth $17K as of Q3 2018.
  • Vantage Investment Advisors bought 625 iShares TIPS Bond ETF shares in Q3 2018, an estimated $69.8K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #458 holding.
  • Vantage Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's iShares TIPS Bond ETF position peaked at $11.2M in Q4 2017.
  • 791 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.