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BLB&B Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BLB&B 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
2018
Q1 		– Sell
-2,820
Closed -$282K – 318
2017
Q4 		$282K Hold
2,820
– – 0.04% 243
2017
Q3 		$283K Hold
2,820
– – 0.04% 240
2017
Q2 		$283K Buy
2,820
+100
+4% +$10.1K 0.05% 229
2017
Q1 		$276K Buy
2,720
+20
+0.7% +$2.02K 0.05% 231
2016
Q4 		$272K Hold
2,700
– – 0.05% 235
2016
Q3 		$273K Sell
2,700
-20
-0.7% -$2.02K 0.05% 233
2016
Q2 		$276K Buy
2,720
+500
+23% +$50.4K 0.05% 225
2016
Q1 		$224K Hold
2,220
– – 0.05% 244
2015
Q4 		$220K Sell
2,220
-67
-3% -$6.64K 0.05% 236
2015
Q3 		$227K Buy
2,287
+13
+0.6% +$1.29K 0.05% 247
2015
Q2 		$227K Buy
2,274
+34
+2% +$3.4K 0.05% 244
2015
Q1 		$223K Sell
2,240
-480
-18% -$47.7K 0.05% 248
2014
Q4 		$269K Hold
2,720
– – 0.06% 233
2014
Q3 		$273K Hold
2,720
– – 0.06% 231
2014
Q2 		$279K Hold
2,720
– – 0.06% 232
2014
Q1 		$275K Hold
2,720
– – 0.06% 233
2013
Q4 		$275K Sell
2,720
-222
-8% -$22.5K 0.07% 212
2013
Q3 		$298K Sell
2,942
-40
-1% -$4.04K 0.08% 195
2013
Q2 		$300K Buy
+2,982
New +$305K 0.08% 191

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Personal Capital Advisors
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
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BLB&B Advisors's STIP Position: Q1 2018 in Review

BLB&B Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2018, closing a stake of 2,820 shares — an estimated $282K sold.

BLB&B Advisors first reported a position in STIP in Q2 2013 and held it in 19 quarters. The position peaked at $300K in Q2 2013. 158 funds tracked by Wall St. Rank hold STIP as of Q1 2018.

  • BLB&B Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2018 after selling out during the quarter.
  • BLB&B Advisors sold 2,820 iShares 0-5 Year TIPS Bond ETF shares in Q1 2018, an estimated $282K.
  • BLB&B Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and held it in 19 quarters.
  • BLB&B Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $300K in Q2 2013.
  • 158 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2018.

Based on BLB&B Advisors's 13F filing for Q1 2018, filed 9 Apr 2018.