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Curi RMB Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Curi RMB Capital’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
Q1 		– Sell
-184,464
Closed -$18.6M – 760
2019
Q4 		$18.6M Buy
+184,464
New +$18.5M 0.52% 40

Other funds holding STIP

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Curi RMB Capital's STIP Position: Q1 2020 in Review

Curi RMB Capital sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2020, closing a stake of 184,464 shares — an estimated $18.6M sold.

Curi RMB Capital first reported a position in STIP in Q4 2019 and held it in 1 quarter. The position peaked at $18.6M in Q4 2019. 250 funds tracked by Wall St. Rank hold STIP as of Q1 2020.

  • Curi RMB Capital reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Curi RMB Capital sold 184,464 iShares 0-5 Year TIPS Bond ETF shares in Q1 2020, an estimated $18.6M.
  • Curi RMB Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 1 quarter.
  • Curi RMB Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $18.6M in Q4 2019.
  • 250 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2020.

Based on Curi RMB Capital's 13F filing for Q1 2020, filed 11 May 2020.