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

Independence 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
2020 Q2	–	Sell	-4,758	Closed	-$475K	–	21
2020 Q1	$475K	Sell	4,758 -140	-3%	-$14.1K	0.57%	18
2019 Q4	$493K	Sell	4,898 -13,502	-73%	-$1.35M	0.48%	19
2019 Q3	$1.84M	Buy	18,400 +274	+2%	+$27.4K	1.94%	15
2019 Q2	$1.82M	Buy	18,126 +1,592	+10%	+$159K	1.8%	16
2019 Q1	$1.65M	Sell	16,534 -165	-1%	-$16.3K	1.78%	15
2018 Q4	$1.64M	Buy	16,699 +1,001	+6%	+$98.3K	1.97%	16
2018 Q3	$1.55M	Buy	15,698 +3,465	+28%	+$343K	1.57%	16
2018 Q2	$1.22M	Buy	12,233 +1,738	+17%	+$173K	1.27%	16
2018 Q1	$1.05M	Sell	10,495 -312	-3%	-$31.1K	0.97%	19
2017 Q4	$1.08M	Buy	+10,807	New	+$1.08M	0.99%	19

Other funds holding STIP

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Independence Wealth Advisors's STIP Position: Q2 2020 in Review

Independence Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2020, closing a stake of 4,758 shares — an estimated $475K sold.

Independence Wealth Advisors first reported a position in STIP in Q4 2017 and held it in 10 quarters. The position peaked at $1.84M in Q3 2019. 248 funds tracked by Wall St. Rank hold STIP as of Q2 2020.

Independence Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
Independence Wealth Advisors sold 4,758 iShares 0-5 Year TIPS Bond ETF shares in Q2 2020, an estimated $475K.
Independence Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and held it in 10 quarters.
Independence Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.84M in Q3 2019.
248 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2020.

Based on Independence Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.