HWM
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Howard Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Howard Wealth 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
2020
Q1 		– Sell
-50
Closed -$5K – 437
2019
Q4 		$5K Buy
+50
New +$5.01K ﹤0.01% 403

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DWM
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MERSOM
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LF
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Truist Financial
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CPO
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Howard Wealth Management's STIP Position: Q1 2020 in Review

Howard Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2020, closing a stake of 50 shares — an estimated $5K sold.

Howard Wealth Management first reported a position in STIP in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 250 funds tracked by Wall St. Rank hold STIP as of Q1 2020.

  • Howard Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 50 iShares 0-5 Year TIPS Bond ETF shares in Q1 2020, an estimated $5K.
  • Howard Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $5K in Q4 2019.
  • 250 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.