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Fragasso Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Fragasso Financial 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
2018
Q3 		– Sell
-3,964
Closed -$395K – 114
2018
Q2 		$395K Buy
3,964
+573
+17% +$57.1K 0.1% 85
2018
Q1 		$340K Sell
3,391
-325
-9% -$32.4K 0.08% 86
2017
Q4 		$371K Buy
3,716
+65
+2% +$6.51K 0.09% 86
2017
Q3 		$366K Buy
+3,651
New +$367K 0.11% 80

Other funds holding STIP

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 $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fragasso Financial Advisors's STIP Position: Q3 2018 in Review

Fragasso Financial Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2018, closing a stake of 3,964 shares — an estimated $395K sold.

Fragasso Financial Advisors first reported a position in STIP in Q3 2017 and held it in 4 quarters. The position peaked at $395K in Q2 2018. 202 funds tracked by Wall St. Rank hold STIP as of Q3 2018.

  • Fragasso Financial Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Fragasso Financial Advisors sold 3,964 iShares 0-5 Year TIPS Bond ETF shares in Q3 2018, an estimated $395K.
  • Fragasso Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2017 and held it in 4 quarters.
  • Fragasso Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $395K in Q2 2018.
  • 202 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2018.

Based on Fragasso Financial Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.