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Glassman Wealth Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Glassman Wealth Services’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
2016
Q4 		– Sell
-238
Closed -$24K – 708
2016
Q3 		$24K Buy
+238
New +$24K 0.02% 208

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JIR
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Glassman Wealth Services's STIP Position: Q4 2016 in Review

Glassman Wealth Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2016, closing a stake of 238 shares — an estimated $24K sold.

Glassman Wealth Services first reported a position in STIP in Q3 2016 and held it in 1 quarter. The position peaked at $24K in Q3 2016. 91 funds tracked by Wall St. Rank hold STIP as of Q4 2016.

  • Glassman Wealth Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Glassman Wealth Services sold 238 iShares 0-5 Year TIPS Bond ETF shares in Q4 2016, an estimated $24K.
  • Glassman Wealth Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2016 and held it in 1 quarter.
  • Glassman Wealth Services's iShares 0-5 Year TIPS Bond ETF position peaked at $24K in Q3 2016.
  • 91 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2016.

Based on Glassman Wealth Services's 13F filing for Q4 2016, filed 14 Feb 2017.