Wind River Trust Company’s iShares TIPS Bond ETF TIP Stock Holding History

Wind River Trust Company’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	–	Sell	-7,682	Closed	-$861K	–	13
2014 Q1	$861K	Sell	7,682 -178	-2%	-$19.9K	0.49%	9
2013 Q4	$864K	Hold	7,860	–	–	0.38%	9
2013 Q3	$885K	Hold	7,860	–	–	0.32%	10
2013 Q2	$880K	Buy	+7,860	New	+$930K	0.47%	9

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 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Wind River Trust Company's TIP Position: Q2 2014 in Review

Wind River Trust Company sold out of iShares TIPS Bond ETF (TIP) in Q2 2014, closing a stake of 7,682 shares — an estimated $861K sold.

Wind River Trust Company first reported a position in TIP in Q2 2013 and held it in 4 quarters. The position peaked at $885K in Q3 2013. 470 funds tracked by Wall St. Rank hold TIP as of Q2 2014.

Wind River Trust Company reported no remaining iShares TIPS Bond ETF position as of Q2 2014 after selling out during the quarter.
Wind River Trust Company sold 7,682 iShares TIPS Bond ETF shares in Q2 2014, an estimated $861K.
Wind River Trust Company first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 4 quarters.
Wind River Trust Company's iShares TIPS Bond ETF position peaked at $885K in Q3 2013.
470 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2014.

Based on Wind River Trust Company's 13F filing for Q2 2014, filed 30 Jul 2021.