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Wilmington Trust Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Wilmington Trust Investment 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
2014
Q2 		$1.6M Buy
13,924
+177
+1% +$20.2K 0.33% 50
2014
Q1 		$1.54M Buy
13,747
+233
+2% +$26.1K 0.31% 61
2013
Q4 		$1.49M Sell
13,514
-1,975
-13% -$220K 0.3% 56
2013
Q3 		$1.75M Buy
15,489
+1,499
+11% +$167K 0.37% 46
2013
Q2 		$1.57M Buy
+13,990
New +$1.66M 0.34% 45

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Wilmington Trust Investment Management's TIP Position: Q2 2014 in Review

Wilmington Trust Investment Management increased its iShares TIPS Bond ETF (TIP) stake by 1.3% in Q2 2014, buying an estimated $20.2K and bringing the position to 13,924 shares worth $1.6M. The position accounts for 0.33% of the portfolio, ranked #50.

Wilmington Trust Investment Management first reported a position in TIP in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.75M in Q3 2013. 471 funds tracked by Wall St. Rank hold TIP as of Q2 2014.

  • Wilmington Trust Investment Management held 13,924 shares of iShares TIPS Bond ETF worth $1.6M as of Q2 2014.
  • Wilmington Trust Investment Management bought 177 iShares TIPS Bond ETF shares in Q2 2014, an estimated $20.2K.
  • iShares TIPS Bond ETF made up 0.33% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #50 holding.
  • Wilmington Trust Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's iShares TIPS Bond ETF position peaked at $1.75M in Q3 2013.
  • 471 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.