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D'Orazio & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

D'Orazio & Associates’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
-100
Closed -$10K – 362
2020
Q1 		$10K Hold
100
– – ﹤0.01% 225
2019
Q4 		$10K Hold
100
– – ﹤0.01% 251
2019
Q3 		$10K Buy
+100
New +$10K ﹤0.01% 249

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

D'Orazio & Associates's STIP Position: Q2 2020 in Review

D'Orazio & Associates sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2020, closing a stake of 100 shares — an estimated $10K sold.

D'Orazio & Associates first reported a position in STIP in Q3 2019 and held it in 3 quarters. The position peaked at $10K in Q1 2020. 248 funds tracked by Wall St. Rank hold STIP as of Q2 2020.

  • D'Orazio & Associates reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
  • D'Orazio & Associates sold 100 iShares 0-5 Year TIPS Bond ETF shares in Q2 2020, an estimated $10K.
  • D'Orazio & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and held it in 3 quarters.
  • D'Orazio & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $10K in Q1 2020.
  • 248 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2020.

Based on D'Orazio & Associates's 13F filing for Q2 2020, filed 22 Jul 2020.