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WFG Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

WFG 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
2017
Q2 		$652K Buy
5,745
+1,013
+21% +$116K 0.15% 163
2017
Q1 		$542K Buy
4,732
+1,840
+64% +$210K 0.14% 161
2016
Q4 		$327K Buy
2,892
+1,168
+68% +$133K 0.08% 265
2016
Q3 		$201K Buy
1,724
+14
+0.8% +$1.63K 0.05% 373
2016
Q2 		$200K Buy
1,710
+953
+126% +$109K 0.05% 340
2016
Q1 		$87K Sell
757
-766
-50% -$85.6K 0.03% 509
2015
Q4 		$167K Sell
1,523
-966
-39% -$107K 0.05% 336
2015
Q3 		$276K Sell
2,489
-91
-4% -$10.1K 0.09% 224
2015
Q2 		$289K Buy
2,580
+638
+33% +$72.1K 0.08% 251
2015
Q1 		$221K Sell
1,942
-186
-9% -$21.1K 0.06% 327
2014
Q4 		$238K Sell
2,128
-2,348
-52% -$265K 0.05% 377
2014
Q3 		$502K Buy
4,476
+1,163
+35% +$133K 0.1% 255
2014
Q2 		$382K Sell
3,313
-250
-7% -$28.5K 0.07% 312
2014
Q1 		$399K Sell
3,563
-7,033
-66% -$787K 0.08% 279
2013
Q4 		$1.16M Sell
10,596
-1,740
-14% -$194K 0.17% 144
2013
Q3 		$1.39M Sell
12,336
-1,891
-13% -$211K 0.22% 115
2013
Q2 		$1.59M Buy
+14,227
New +$1.68M 0.27% 90

Other funds holding TIP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

WFG Advisors's TIP Position: Q2 2017 in Review

WFG Advisors increased its iShares TIPS Bond ETF (TIP) stake by 21% in Q2 2017, buying an estimated $116K and bringing the position to 5,745 shares worth $652K. The position accounts for 0.15% of the portfolio, ranked #163.

WFG Advisors first reported a position in TIP in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.59M in Q2 2013. 676 funds tracked by Wall St. Rank hold TIP as of Q2 2017.

  • WFG Advisors held 5,745 shares of iShares TIPS Bond ETF worth $652K as of Q2 2017.
  • WFG Advisors bought 1,013 iShares TIPS Bond ETF shares in Q2 2017, an estimated $116K.
  • iShares TIPS Bond ETF made up 0.15% of WFG Advisors's portfolio in Q2 2017, its #163 holding.
  • WFG Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares TIPS Bond ETF position peaked at $1.59M in Q2 2013.
  • 676 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.