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

Filbrandt 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
2021
Q1 		– Sell
-675
Closed -$70K – 206
2020
Q4 		$70K Buy
+675
New +$70K 0.04% 67

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PCA
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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Filbrandt Wealth Management's STIP Position: Q1 2021 in Review

Filbrandt Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2021, closing a stake of 675 shares — an estimated $70K sold.

Filbrandt Wealth Management first reported a position in STIP in Q4 2020 and held it in 1 quarter. The position peaked at $70K in Q4 2020. 310 funds tracked by Wall St. Rank hold STIP as of Q1 2021.

  • Filbrandt Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Filbrandt Wealth Management sold 675 iShares 0-5 Year TIPS Bond ETF shares in Q1 2021, an estimated $70K.
  • Filbrandt Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $70K in Q4 2020.
  • 310 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2021.

Based on Filbrandt Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.