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Washington Trust Bank’s iShares TIPS Bond ETF TIP Stock Holding History

Washington Trust Bank’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
2019
Q2 		– Sell
-170
Closed -$19K – 510
2019
Q1 		$19K Sell
170
-682
-80% -$75.7K ﹤0.01% 448
2018
Q4 		$93K Buy
852
+647
+316% +$70.6K 0.01% 269
2018
Q3 		$23K Hold
205
– – ﹤0.01% 466
2018
Q2 		$23K Hold
205
– – ﹤0.01% 466
2018
Q1 		$23K Sell
205
-20
-9% -$2.25K ﹤0.01% 500
2017
Q4 		$26K Sell
225
-25
-10% -$2.84K ﹤0.01% 514
2017
Q3 		$28K Sell
250
-255
-50% -$29K ﹤0.01% 483
2017
Q2 		$57K Sell
505
-24
-5% -$2.74K 0.01% 360
2017
Q1 		$61K Buy
529
+24
+5% +$2.73K 0.01% 367
2016
Q4 		$57K Hold
505
– – 0.01% 372
2016
Q3 		$59K Sell
505
-10
-2% -$1.16K 0.01% 344
2016
Q2 		$60K Hold
515
– – 0.02% 337
2016
Q1 		$59K Sell
515
-4,720
-90% -$527K 0.02% 348
2015
Q4 		$574K Buy
5,235
+4,279
+448% +$473K 0.13% 119
2015
Q3 		$106K Buy
956
+411
+75% +$45.8K 0.03% 272
2015
Q2 		$61K Hold
545
– – 0.01% 390
2015
Q1 		$62K Sell
545
-1,582
-74% -$179K 0.01% 402
2014
Q4 		$238K Buy
2,127
+1,582
+290% +$179K 0.06% 193
2014
Q3 		$61K Sell
545
-777
-59% -$88.9K 0.02% 432
2014
Q2 		$153K Buy
1,322
+777
+143% +$88.5K 0.03% 276
2014
Q1 		$61K Buy
+545
New +$61K 0.01% 445

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Washington Trust Bank's TIP Position: Q2 2019 in Review

Washington Trust Bank sold out of iShares TIPS Bond ETF (TIP) in Q2 2019, closing a stake of 170 shares — an estimated $19K sold.

Washington Trust Bank first reported a position in TIP in Q1 2014 and held it in 21 quarters. The position peaked at $574K in Q4 2015. 817 funds tracked by Wall St. Rank hold TIP as of Q2 2019.

  • Washington Trust Bank reported no remaining iShares TIPS Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Washington Trust Bank sold 170 iShares TIPS Bond ETF shares in Q2 2019, an estimated $19K.
  • Washington Trust Bank first reported a position in iShares TIPS Bond ETF in Q1 2014 and held it in 21 quarters.
  • Washington Trust Bank's iShares TIPS Bond ETF position peaked at $574K in Q4 2015.
  • 817 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.