AIA
STIP icon

Allegis Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Allegis Investment Advisors’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
2016
Q1 		– Sell
-36
Closed -$4K – 816
2015
Q4 		$4K Buy
+36
New +$3.57K ﹤0.01% 897

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allegis Investment Advisors's STIP Position: Q1 2016 in Review

Allegis Investment Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2016, closing a stake of 36 shares — an estimated $4K sold.

Allegis Investment Advisors first reported a position in STIP in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 71 funds tracked by Wall St. Rank hold STIP as of Q1 2016.

  • Allegis Investment Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 36 iShares 0-5 Year TIPS Bond ETF shares in Q1 2016, an estimated $4K.
  • Allegis Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $4K in Q4 2015.
  • 71 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.