WIP
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Wellesley Investment Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Wellesley Investment Partners’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
2020
Q1 		– Sell
-2,311
Closed -$269K – 123
2019
Q4 		$269K Buy
+2,311
New +$269K 0.08% 101
2018
Q4 		– Sell
-2,280
Closed -$252K – 132
2018
Q3 		$252K Sell
2,280
-33,758
-94% -$3.77M 0.08% 119
2018
Q2 		$4.07M Sell
36,038
-1,133
-3% -$127K 1.41% 16
2018
Q1 		$4.2M Sell
37,171
-362
-1% -$40.7K 1.51% 15
2017
Q4 		$4.28M Sell
37,533
-104
-0.3% -$11.8K 1.62% 15
2017
Q3 		$4.27M Sell
37,637
-1,434
-4% -$163K 1.75% 15
2017
Q2 		$4.43M Buy
39,071
+898
+2% +$103K 1.86% 15
2017
Q1 		$4.38M Buy
38,173
+148
+0.4% +$16.9K 1.93% 15
2016
Q4 		$4.3M Buy
38,025
+1,239
+3% +$141K 2.08% 16
2016
Q3 		$4.29M Sell
36,786
-158
-0.4% -$18.3K 2.22% 16
2016
Q2 		$4.31M Buy
36,944
+1,636
+5% +$188K 2.32% 16
2016
Q1 		$4.05M Buy
35,308
+4,434
+14% +$495K 2.43% 17
2015
Q4 		$3.39M Buy
+30,874
New +$3.41M 2.33% 17

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellesley Investment Partners's TIP Position: Q1 2020 in Review

Wellesley Investment Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 2,311 shares — an estimated $269K sold.

Wellesley Investment Partners first reported a position in TIP in Q4 2015 and held it in 13 quarters. The position peaked at $4.43M in Q2 2017. 896 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

  • Wellesley Investment Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Wellesley Investment Partners sold 2,311 iShares TIPS Bond ETF shares in Q1 2020, an estimated $269K.
  • Wellesley Investment Partners first reported a position in iShares TIPS Bond ETF in Q4 2015 and held it in 13 quarters.
  • Wellesley Investment Partners's iShares TIPS Bond ETF position peaked at $4.43M in Q2 2017.
  • 896 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on Wellesley Investment Partners's 13F filing for Q1 2020, filed 11 May 2020.