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

Evolution Wealth 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
Q1 		– Sell
-105
Closed -$11K – 608
2019
Q4 		$11K Buy
+105
New +$10.5K ﹤0.01% 290

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PCA
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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

Evolution Wealth Advisors's STIP Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2020, closing a stake of 105 shares — an estimated $11K sold.

Evolution Wealth Advisors first reported a position in STIP in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 250 funds tracked by Wall St. Rank hold STIP as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 105 iShares 0-5 Year TIPS Bond ETF shares in Q1 2020, an estimated $11K.
  • Evolution Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $11K in Q4 2019.
  • 250 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.