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Baron Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Baron Financial Group’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
2020
Q4 		– Sell
-73
Closed -$7.6K – 272
2020
Q3 		$7.6K Buy
+73
New +$7.55K 0.01% 188

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baron Financial Group's STIP Position: Q4 2020 in Review

Baron Financial Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2020, closing a stake of 73 shares — an estimated $7.6K sold.

Baron Financial Group first reported a position in STIP in Q3 2020 and held it in 1 quarter. The position peaked at $7.6K in Q3 2020. 271 funds tracked by Wall St. Rank hold STIP as of Q4 2020.

  • Baron Financial Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Baron Financial Group sold 73 iShares 0-5 Year TIPS Bond ETF shares in Q4 2020, an estimated $7.6K.
  • Baron Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and held it in 1 quarter.
  • Baron Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $7.6K in Q3 2020.
  • 271 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2020.

Based on Baron Financial Group's 13F filing for Q4 2020, filed 9 Feb 2021.