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AlphaStar Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

AlphaStar Capital 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
2019
Q2 		– Sell
-2,564
Closed -$256K – 243
2019
Q1 		$256K Sell
2,564
-288
-10% -$28.5K 0.07% 175
2018
Q4 		$280K Sell
2,852
-588
-17% -$57.7K 0.09% 169
2018
Q3 		$340K Sell
3,440
-434
-11% -$43K 0.1% 165
2018
Q2 		$386K Buy
+3,874
New +$386K 0.12% 155

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

AlphaStar Capital Management's STIP Position: Q2 2019 in Review

AlphaStar Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2019, closing a stake of 2,564 shares — an estimated $256K sold.

AlphaStar Capital Management first reported a position in STIP in Q2 2018 and held it in 4 quarters. The position peaked at $386K in Q2 2018. 225 funds tracked by Wall St. Rank hold STIP as of Q2 2019.

  • AlphaStar Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2019 after selling out during the quarter.
  • AlphaStar Capital Management sold 2,564 iShares 0-5 Year TIPS Bond ETF shares in Q2 2019, an estimated $256K.
  • AlphaStar Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and held it in 4 quarters.
  • AlphaStar Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $386K in Q2 2018.
  • 225 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2019.

Based on AlphaStar Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.