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3D Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

3D Asset Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$436K Sell
4,185
-1,481
-26% -$153K 0.12% 39
2020
Q2 		$580K Buy
+5,666
New +$575K 0.16% 34
2020
Q1 		– Sell
-2,172
Closed -$219K – 68
2019
Q4 		$219K Sell
2,172
-124
-5% -$12.4K 0.05% 60
2019
Q3 		$230K Buy
2,296
+10
+0.4% +$1K 0.05% 60
2019
Q2 		$230K Buy
2,286
+16
+0.7% +$1.6K 0.06% 59
2019
Q1 		$226K Hold
2,270
– – 0.05% 59
2018
Q4 		$223K Sell
2,270
-8
-0.4% -$785 0.06% 60
2018
Q3 		$225K Sell
2,278
-151
-6% -$14.9K 0.05% 60
2018
Q2 		$242K Sell
2,429
-46
-2% -$4.58K 0.06% 57
2018
Q1 		$248K Buy
2,475
+23
+0.9% +$2.29K 0.06% 51
2017
Q4 		$245K Sell
2,452
-202
-8% -$20.2K 0.06% 49
2017
Q3 		$266K Buy
2,654
+33
+1% +$3.31K 0.06% 48
2017
Q2 		$263K Sell
2,621
-37
-1% -$3.73K 0.07% 50
2017
Q1 		$270K Sell
2,658
-60
-2% -$6.07K 0.07% 48
2016
Q4 		$274K Sell
2,718
-6,307
-70% -$635K 0.07% 48
2016
Q3 		$912K Sell
9,025
-291
-3% -$29.4K 0.24% 28
2016
Q2 		$946K Buy
9,316
+44
+0.5% +$4.43K 0.26% 29
2016
Q1 		$934K Sell
9,272
-55
-0.6% -$5.47K 0.27% 30
2015
Q4 		$923K Sell
9,327
-772
-8% -$76.5K 0.28% 27
2015
Q3 		$1M Sell
10,099
-42
-0.4% -$4.17K 0.3% 27
2015
Q2 		$1.01M Buy
10,141
+160
+2% +$16K 0.3% 27
2015
Q1 		$992K Buy
9,981
+1,245
+14% +$124K 0.3% 27
2014
Q4 		$865K Sell
8,736
-90
-1% -$9.02K 0.26% 29
2014
Q3 		$887K Buy
8,826
+203
+2% +$20.6K 0.27% 32
2014
Q2 		$884K Sell
8,623
-474
-5% -$48.3K 0.26% 28
2014
Q1 		$920K Sell
9,097
-337
-4% -$34.1K 0.28% 28
2013
Q4 		$953K Sell
9,434
-52
-0.5% -$5.27K 0.29% 29
2013
Q3 		$959K Sell
9,486
-571
-6% -$57.7K 0.31% 29
2013
Q2 		$1.01M Buy
+10,057
New +$1.03M 0.34% 23

Other funds holding STIP

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

3D Asset Management's STIP Position: Q3 2020 in Review

3D Asset Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 26% in Q3 2020, selling an estimated $153K and leaving 4,185 shares worth $436K. The position accounts for 0.12% of the portfolio, ranked #39.

3D Asset Management first reported a position in STIP in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.01M in Q2 2015. 264 funds tracked by Wall St. Rank hold STIP as of Q3 2020.

  • 3D Asset Management held 4,185 shares of iShares 0-5 Year TIPS Bond ETF worth $436K as of Q3 2020.
  • 3D Asset Management sold 1,481 iShares 0-5 Year TIPS Bond ETF shares in Q3 2020, an estimated $153K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.12% of 3D Asset Management's portfolio in Q3 2020, its #39 holding.
  • 3D Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and has held it in 29 quarters since.
  • 3D Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.01M in Q2 2015.
  • 264 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.