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Financial & Investment Management Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Financial & Investment Management Group’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
2018
Q4 		$303K Sell
3,094
-174
-5% -$17.1K 0.11% 91
2018
Q3 		$323K Hold
3,268
– – 0.11% 87
2018
Q2 		$326K Buy
3,268
+15
+0.5% +$1.49K 0.1% 82
2018
Q1 		$326K Buy
+3,253
New +$325K 0.1% 78

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial & Investment Management Group's STIP Position: Q4 2018 in Review

Financial & Investment Management Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.3% in Q4 2018, selling an estimated $17.1K and leaving 3,094 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #91.

Financial & Investment Management Group first reported a position in STIP in Q1 2018 and has held it in 4 quarters since. The position peaked at $326K in Q2 2018. 222 funds tracked by Wall St. Rank hold STIP as of Q4 2018.

  • Financial & Investment Management Group held 3,094 shares of iShares 0-5 Year TIPS Bond ETF worth $303K as of Q4 2018.
  • Financial & Investment Management Group sold 174 iShares 0-5 Year TIPS Bond ETF shares in Q4 2018, an estimated $17.1K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Financial & Investment Management Group's portfolio in Q4 2018, its #91 holding.
  • Financial & Investment Management Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 4 quarters since.
  • Financial & Investment Management Group's iShares 0-5 Year TIPS Bond ETF position peaked at $326K in Q2 2018.
  • 222 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.