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BlackRock Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BlackRock Investment 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
2014
Q2 		– Sell
-356
Closed -$36K – 4096
2014
Q1 		$36K Buy
356
+243
+215% +$24.6K ﹤0.01% 3334
2013
Q4 		$11K Sell
113
-245
-68% -$24.8K ﹤0.01% 3327
2013
Q3 		$36K Buy
+358
New +$36.2K ﹤0.01% 3266

Other funds holding STIP

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

BlackRock Investment Management's STIP Position: Q2 2014 in Review

BlackRock Investment Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2014, closing a stake of 356 shares — an estimated $36K sold.

BlackRock Investment Management first reported a position in STIP in Q3 2013 and held it in 3 quarters. The position peaked at $36K in Q1 2014. 65 funds tracked by Wall St. Rank hold STIP as of Q2 2014.

  • BlackRock Investment Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2014 after selling out during the quarter.
  • BlackRock Investment Management sold 356 iShares 0-5 Year TIPS Bond ETF shares in Q2 2014, an estimated $36K.
  • BlackRock Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2013 and held it in 3 quarters.
  • BlackRock Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $36K in Q1 2014.
  • 65 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2014.

Based on BlackRock Investment Management's 13F filing for Q2 2014, filed 6 Aug 2014.