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Baird’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Baird’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
2015
Q1 		$617K Sell
6,205
-4,295
-41% -$427K 0.01% 895
2014
Q4 		$1.04M Buy
+10,500
New +$1.05M 0.01% 726

Other funds holding STIP

F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird's STIP Position: Q1 2015 in Review

Baird reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 41% in Q1 2015, selling an estimated $427K and leaving 6,205 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #895.

Baird first reported a position in STIP in Q4 2014 and has held it in 2 quarters since. The position peaked at $1.04M in Q4 2014. 68 funds tracked by Wall St. Rank hold STIP as of Q1 2015.

  • Baird held 6,205 shares of iShares 0-5 Year TIPS Bond ETF worth $617K as of Q1 2015.
  • Baird sold 4,295 iShares 0-5 Year TIPS Bond ETF shares in Q1 2015, an estimated $427K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Baird's portfolio in Q1 2015, its #895 holding.
  • Baird first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2014 and has held it in 2 quarters since.
  • Baird's iShares 0-5 Year TIPS Bond ETF position peaked at $1.04M in Q4 2014.
  • 68 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.