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WealthShield’s iShares TIPS Bond ETF TIP Stock Holding History

WealthShield’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
Q4 		$109K Buy
+958
New +$109K 0.07% 138

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $1.81T AUM 41.13% 1-Year Est. Return

WealthShield's TIP Position: Q4 2017 in Review

WealthShield opened a new position in iShares TIPS Bond ETF (TIP) in Q4 2017: 958 shares worth $109K. The stake represents 0.07% of the portfolio and ranks #138 among its holdings.

786 funds tracked by Wall St. Rank hold TIP as of Q4 2017.

  • WealthShield held 958 shares of iShares TIPS Bond ETF worth $109K as of Q4 2017.
  • iShares TIPS Bond ETF was a new WealthShield position in Q4 2017.
  • iShares TIPS Bond ETF made up 0.07% of WealthShield's portfolio in Q4 2017, its #138 holding.
  • 786 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.