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FutureAdvisor’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

FutureAdvisor’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
2015
Q3 		$54.2M Buy
546,091
+88,719
+19% +$8.82M 8.79% 1
2015
Q2 		$45.7M Buy
457,372
+169,686
+59% +$16.9M 8.01% 2
2015
Q1 		$28.5M Buy
287,686
+82,783
+40% +$8.22M 6.75% 3
2014
Q4 		$20.3M Buy
+204,903
New +$20.5M 6.9% 3

Other funds holding STIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FutureAdvisor's STIP Position: Q3 2015 in Review

FutureAdvisor increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 19% in Q3 2015, buying an estimated $8.82M and bringing the position to 546,091 shares worth $54.2M. The position accounts for 8.79% of the portfolio, ranked #1.

FutureAdvisor first reported a position in STIP in Q4 2014 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold STIP as of Q3 2015.

  • FutureAdvisor held 546,091 shares of iShares 0-5 Year TIPS Bond ETF worth $54.2M as of Q3 2015.
  • FutureAdvisor bought 88,719 iShares 0-5 Year TIPS Bond ETF shares in Q3 2015, an estimated $8.82M.
  • iShares 0-5 Year TIPS Bond ETF made up 8.79% of FutureAdvisor's portfolio in Q3 2015, its #1 holding.
  • FutureAdvisor first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2014 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.