Beacon Pointe Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Beacon Pointe Wealth 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
2019 Q4	$2.2M	Sell	21,879 -11,035	-34%	-$1.11M	0.4%	52
2019 Q3	$3.29M	Sell	32,914 -5,740	-15%	-$575K	0.69%	29
2019 Q2	$3.88M	Buy	38,654 +12,527	+48%	+$1.25M	0.82%	27
2019 Q1	$2.61M	Sell	26,127 -1,939	-7%	-$192K	0.6%	36
2018 Q4	$2.76M	Buy	+28,066	New	+$2.76M	1%	23

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

Beacon Pointe Wealth Advisors's STIP Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 34% in Q4 2019, selling an estimated $1.11M and leaving 21,879 shares worth $2.2M. The position accounts for 0.4% of the portfolio, ranked #52.

Beacon Pointe Wealth Advisors first reported a position in STIP in Q4 2018 and has held it in 5 quarters since. The position peaked at $3.88M in Q2 2019. 267 funds tracked by Wall St. Rank hold STIP as of Q4 2019.

Beacon Pointe Wealth Advisors held 21,879 shares of iShares 0-5 Year TIPS Bond ETF worth $2.2M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 11,035 iShares 0-5 Year TIPS Bond ETF shares in Q4 2019, an estimated $1.11M.
iShares 0-5 Year TIPS Bond ETF made up 0.4% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #52 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $3.88M in Q2 2019.
267 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.