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Heritage Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Heritage Wealth 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
2019
Q4 		– Sell
-13
Closed -$1K – 723
2019
Q3 		$1K Hold
13
– – ﹤0.01% 427
2019
Q2 		$1.31K Hold
13
– – ﹤0.01% 435
2019
Q1 		$1.3K Buy
+13
New +$1.28K ﹤0.01% 421

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Heritage Wealth Advisors's STIP Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2019, closing a stake of 13 shares — an estimated $1K sold.

Heritage Wealth Advisors first reported a position in STIP in Q1 2019 and held it in 3 quarters. The position peaked at $1.31K in Q2 2019. 267 funds tracked by Wall St. Rank hold STIP as of Q4 2019.

  • Heritage Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 13 iShares 0-5 Year TIPS Bond ETF shares in Q4 2019, an estimated $1K.
  • Heritage Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and held it in 3 quarters.
  • Heritage Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.31K in Q2 2019.
  • 267 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.