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Claraphi Advisory Network’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Claraphi Advisory Network’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 		– Sell
-68
Closed -$7K – 377
2019
Q3 		$7K Buy
+68
New +$6.81K ﹤0.01% 349

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $9.37B AUM 23.82% 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Claraphi Advisory Network's STIP Position: Q4 2019 in Review

Claraphi Advisory Network sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2019, closing a stake of 68 shares — an estimated $7K sold.

Claraphi Advisory Network first reported a position in STIP in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 267 funds tracked by Wall St. Rank hold STIP as of Q4 2019.

  • Claraphi Advisory Network reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Claraphi Advisory Network sold 68 iShares 0-5 Year TIPS Bond ETF shares in Q4 2019, an estimated $7K.
  • Claraphi Advisory Network first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and held it in 1 quarter.
  • Claraphi Advisory Network's iShares 0-5 Year TIPS Bond ETF position peaked at $7K in Q3 2019.
  • 267 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2019.

Based on Claraphi Advisory Network's 13F filing for Q4 2019, filed 13 Feb 2020.