EWM
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Elmwood Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Elmwood Wealth Management’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
-8
Closed -$1K – 223
2019
Q3 		$1K Hold
8
– – ﹤0.01% 259
2019
Q2 		$1K Buy
+8
New +$801 ﹤0.01% 274

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MERSOM
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DWM
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LJAC
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LF
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Elmwood Wealth Management's STIP Position: Q4 2019 in Review

Elmwood Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2019, closing a stake of 8 shares — an estimated $1K sold.

Elmwood Wealth Management first reported a position in STIP in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 267 funds tracked by Wall St. Rank hold STIP as of Q4 2019.

  • Elmwood Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 8 iShares 0-5 Year TIPS Bond ETF shares in Q4 2019, an estimated $1K.
  • Elmwood Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2019 and held it in 2 quarters.
  • Elmwood Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1K in Q3 2019.
  • 267 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.