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

IndexIQ 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
Q1 		– Sell
-7
Closed -$1K – 1121
2019
Q4 		$1K Hold
7
– – ﹤0.01% 808
2019
Q3 		$1K Hold
7
– – ﹤0.01% 565
2019
Q2 		$1K Sell
7
-81,009
-100% -$8.11M ﹤0.01% 558
2019
Q1 		$8.08M Sell
81,016
-48,698
-38% -$4.81M 0.24% 61
2018
Q4 		$12.7M Buy
129,714
+59,607
+85% +$5.85M 0.36% 51
2018
Q3 		$6.92M Buy
70,107
+28,412
+68% +$2.81M 0.22% 66
2018
Q2 		$4.16M Buy
41,695
+22,464
+117% +$2.24M 0.13% 154
2018
Q1 		$1.93M Buy
19,231
+15,010
+356% +$1.5M 0.06% 411
2017
Q4 		$422K Sell
4,221
-3,849
-48% -$386K 0.02% 484
2017
Q3 		$810K Sell
8,070
-121,070
-94% -$12.2M 0.03% 354
2017
Q2 		$13M Buy
129,140
+124,894
+2,941% +$12.6M 0.62% 41
2017
Q1 		$430K Buy
+4,246
New +$429K 0.02% 207

Other funds holding STIP

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

IndexIQ Advisors's STIP Position: Q1 2020 in Review

IndexIQ Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2020, closing a stake of 7 shares — an estimated $1K sold.

IndexIQ Advisors first reported a position in STIP in Q1 2017 and held it in 12 quarters. The position peaked at $13M in Q2 2017. 250 funds tracked by Wall St. Rank hold STIP as of Q1 2020.

  • IndexIQ Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • IndexIQ Advisors sold 7 iShares 0-5 Year TIPS Bond ETF shares in Q1 2020, an estimated $1K.
  • IndexIQ Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and held it in 12 quarters.
  • IndexIQ Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $13M in Q2 2017.
  • 250 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2020.

Based on IndexIQ Advisors's 13F filing for Q1 2020, filed 8 May 2020.