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Willingdon Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Willingdon Wealth Management’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
Q2 		– Sell
-180
Closed -$20K – 353
2018
Q1 		$20K Buy
180
+43
+31% +$4.84K 0.01% 219
2017
Q4 		$16K Buy
137
+122
+813% +$13.9K 0.01% 212
2017
Q3 		$2K Buy
+15
New +$1.71K ﹤0.01% 281

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Willingdon Wealth Management's TIP Position: Q2 2018 in Review

Willingdon Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2018, closing a stake of 180 shares — an estimated $20K sold.

Willingdon Wealth Management first reported a position in TIP in Q3 2017 and held it in 3 quarters. The position peaked at $20K in Q1 2018. 790 funds tracked by Wall St. Rank hold TIP as of Q2 2018.

  • Willingdon Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 180 iShares TIPS Bond ETF shares in Q2 2018, an estimated $20K.
  • Willingdon Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2017 and held it in 3 quarters.
  • Willingdon Wealth Management's iShares TIPS Bond ETF position peaked at $20K in Q1 2018.
  • 790 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2018.

Based on Willingdon Wealth Management's 13F filing for Q2 2018, filed 3 Aug 2018.