HFS
STIP icon

HL Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

HL Financial 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
2019
Q1 		$789K Buy
7,918
+734
+10% +$72.5K 0.01% 417
2018
Q4 		$704K Buy
+7,184
New +$705K 0.01% 421
2014
Q4 		– Sell
-2,350
Closed -$236K – 699
2014
Q3 		$236K Sell
2,350
-110
-4% -$11.2K 0.01% 614
2014
Q2 		$252K Buy
2,460
+440
+22% +$44.8K 0.01% 604
2014
Q1 		$204K Sell
2,020
-330
-14% -$33.4K 0.01% 624
2013
Q4 		$237K Sell
2,350
-100
-4% -$10.1K 0.01% 568
2013
Q3 		$248K Buy
+2,450
New +$248K 0.01% 507

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HL Financial Services's STIP Position: Q1 2019 in Review

HL Financial Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 10% in Q1 2019, buying an estimated $72.5K and bringing the position to 7,918 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #417.

HL Financial Services first reported a position in STIP in Q3 2013 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold STIP as of Q1 2019.

  • HL Financial Services held 7,918 shares of iShares 0-5 Year TIPS Bond ETF worth $789K as of Q1 2019.
  • HL Financial Services bought 734 iShares 0-5 Year TIPS Bond ETF shares in Q1 2019, an estimated $72.5K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #417 holding.
  • HL Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2013 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.