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

Grove 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
2017
Q3 		– Sell
-250
Closed -$25K – 651
2017
Q2 		$25K Hold
250
– – 0.02% 353
2017
Q1 		$25K Hold
250
– – 0.02% 280
2016
Q4 		$25K Hold
250
– – 0.02% 299
2016
Q3 		$25K Hold
250
– – 0.02% 182
2016
Q2 		$25K Buy
+250
New +$25.2K 0.02% 177

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Grove Bank & Trust's STIP Position: Q3 2017 in Review

Grove Bank & Trust sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2017, closing a stake of 250 shares — an estimated $25K sold.

Grove Bank & Trust first reported a position in STIP in Q2 2016 and held it in 5 quarters. The position peaked at $25K in Q2 2017. 110 funds tracked by Wall St. Rank hold STIP as of Q3 2017.

  • Grove Bank & Trust reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Grove Bank & Trust sold 250 iShares 0-5 Year TIPS Bond ETF shares in Q3 2017, an estimated $25K.
  • Grove Bank & Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2016 and held it in 5 quarters.
  • Grove Bank & Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $25K in Q2 2017.
  • 110 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2017.

Based on Grove Bank & Trust's 13F filing for Q3 2017, filed 13 Nov 2017.