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INR Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

INR Advisory Services’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
2014
Q1 		– Sell
-7,106
Closed -$717K – 60
2013
Q4 		$717K Hold
7,106
– – 0.17% 26
2013
Q3 		$719K Hold
7,106
– – 0.19% 26
2013
Q2 		$715K Buy
+7,106
New +$726K 0.2% 25

Other funds holding STIP

CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

INR Advisory Services's STIP Position: Q1 2014 in Review

INR Advisory Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2014, closing a stake of 7,106 shares — an estimated $717K sold.

INR Advisory Services first reported a position in STIP in Q2 2013 and held it in 3 quarters. The position peaked at $719K in Q3 2013. 63 funds tracked by Wall St. Rank hold STIP as of Q1 2014.

  • INR Advisory Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2014 after selling out during the quarter.
  • INR Advisory Services sold 7,106 iShares 0-5 Year TIPS Bond ETF shares in Q1 2014, an estimated $717K.
  • INR Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and held it in 3 quarters.
  • INR Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $719K in Q3 2013.
  • 63 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2014.

Based on INR Advisory Services's 13F filing for Q1 2014, filed 14 May 2014.