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Horan Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Horan Capital Management’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
2018
Q1 		– Sell
-76,944
Closed -$7.68M – 68
2017
Q4 		$7.68M Buy
+76,944
New +$7.71M 1.53% 27
2017
Q1 		– Sell
-2,417
Closed -$243K – 86
2016
Q4 		$243K Hold
2,417
– – 0.06% 57
2016
Q3 		$244K Buy
+2,417
New +$244K 0.06% 55

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Horan Capital Management's STIP Position: Q1 2018 in Review

Horan Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2018, closing a stake of 76,944 shares — an estimated $7.68M sold.

Horan Capital Management first reported a position in STIP in Q3 2016 and held it in 3 quarters. The position peaked at $7.68M in Q4 2017. 158 funds tracked by Wall St. Rank hold STIP as of Q1 2018.

  • Horan Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Horan Capital Management sold 76,944 iShares 0-5 Year TIPS Bond ETF shares in Q1 2018, an estimated $7.68M.
  • Horan Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2016 and held it in 3 quarters.
  • Horan Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $7.68M in Q4 2017.
  • 158 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2018.

Based on Horan Capital Management's 13F filing for Q1 2018, filed 11 Apr 2018.