HCM
STIP icon

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 $5.7T AUM 30.48% 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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return