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Founders Bank & Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Founders Bank & Trust’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
2013
Q4 		– Sell
-170
Closed -$17K – 405
2013
Q3 		$17K Buy
+170
New +$17.2K 0.01% 229

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BIT
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U
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Morgan Stanley
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Founders Bank & Trust's STIP Position: Q4 2013 in Review

Founders Bank & Trust sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2013, closing a stake of 170 shares — an estimated $17K sold.

Founders Bank & Trust first reported a position in STIP in Q3 2013 and held it in 1 quarter. The position peaked at $17K in Q3 2013. 71 funds tracked by Wall St. Rank hold STIP as of Q4 2013.

  • Founders Bank & Trust reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Founders Bank & Trust sold 170 iShares 0-5 Year TIPS Bond ETF shares in Q4 2013, an estimated $17K.
  • Founders Bank & Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2013 and held it in 1 quarter.
  • Founders Bank & Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $17K in Q3 2013.
  • 71 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2013.

Based on Founders Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.