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Alpha Cubed Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Alpha Cubed Investments’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
-4,174
Closed -$410K – 303
2018
Q3 		$410K Buy
+4,174
New +$413K 0.05% 186

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Ameriprise
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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

Alpha Cubed Investments's STIP Position: Q4 2018 in Review

Alpha Cubed Investments sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2018, closing a stake of 4,174 shares — an estimated $410K sold.

Alpha Cubed Investments first reported a position in STIP in Q3 2018 and held it in 1 quarter. The position peaked at $410K in Q3 2018. 222 funds tracked by Wall St. Rank hold STIP as of Q4 2018.

  • Alpha Cubed Investments reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Alpha Cubed Investments sold 4,174 iShares 0-5 Year TIPS Bond ETF shares in Q4 2018, an estimated $410K.
  • Alpha Cubed Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and held it in 1 quarter.
  • Alpha Cubed Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $410K in Q3 2018.
  • 222 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2018.

Based on Alpha Cubed Investments's 13F filing for Q4 2018, filed 29 Jan 2019.