IFWM
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Institute for Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Institute for 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
-400
Closed -$40K – 652
2019
Q4 		$40K Buy
+400
New +$40.1K 0.01% 522

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

Institute for Wealth Management's STIP Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2020, closing a stake of 400 shares — an estimated $40K sold.

Institute for Wealth Management first reported a position in STIP in Q4 2019 and held it in 1 quarter. The position peaked at $40K in Q4 2019. 250 funds tracked by Wall St. Rank hold STIP as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 400 iShares 0-5 Year TIPS Bond ETF shares in Q1 2020, an estimated $40K.
  • Institute for Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $40K in Q4 2019.
  • 250 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.