AIM
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Advantage Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Advantage Investment 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
2018
Q4 		– Sell
-1,462
Closed -$144K – 1072
2018
Q3 		$144K Buy
1,462
+20
+1% +$1.98K 0.09% 208
2018
Q2 		$144K Buy
+1,442
New +$144K 0.11% 169

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advantage Investment Management's STIP Position: Q4 2018 in Review

Advantage Investment Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2018, closing a stake of 1,462 shares — an estimated $144K sold.

Advantage Investment Management first reported a position in STIP in Q2 2018 and held it in 2 quarters. The position peaked at $144K in Q3 2018. 222 funds tracked by Wall St. Rank hold STIP as of Q4 2018.

  • Advantage Investment Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 1,462 iShares 0-5 Year TIPS Bond ETF shares in Q4 2018, an estimated $144K.
  • Advantage Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and held it in 2 quarters.
  • Advantage Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $144K in Q3 2018.
  • 222 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.