CA
STIP icon

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

Centerpoint 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
2020
Q2 		– Sell
-66
Closed -$7K – 297
2020
Q1 		$7K Hold
66
– – 0.01% 161
2019
Q4 		$7K Hold
66
– – 0.01% 185
2019
Q3 		$7K Buy
+66
New +$6.61K 0.01% 180

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Centerpoint Advisors's STIP Position: Q2 2020 in Review

Centerpoint Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2020, closing a stake of 66 shares — an estimated $7K sold.

Centerpoint Advisors first reported a position in STIP in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q1 2020. 248 funds tracked by Wall St. Rank hold STIP as of Q2 2020.

  • Centerpoint Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Centerpoint Advisors sold 66 iShares 0-5 Year TIPS Bond ETF shares in Q2 2020, an estimated $7K.
  • Centerpoint Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and held it in 3 quarters.
  • Centerpoint Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $7K in Q1 2020.
  • 248 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2020.

Based on Centerpoint Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.