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Joel Isaacson & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Joel Isaacson & Co’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
2015
Q3 		– Sell
-164
Closed -$16K – 774
2015
Q2 		$16K Buy
+164
New +$16.4K ﹤0.01% 534

Other funds holding STIP

F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Joel Isaacson & Co's STIP Position: Q3 2015 in Review

Joel Isaacson & Co sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2015, closing a stake of 164 shares — an estimated $16K sold.

Joel Isaacson & Co first reported a position in STIP in Q2 2015 and held it in 1 quarter. The position peaked at $16K in Q2 2015. 67 funds tracked by Wall St. Rank hold STIP as of Q3 2015.

  • Joel Isaacson & Co reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 164 iShares 0-5 Year TIPS Bond ETF shares in Q3 2015, an estimated $16K.
  • Joel Isaacson & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2015 and held it in 1 quarter.
  • Joel Isaacson & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $16K in Q2 2015.
  • 67 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2015.

Based on Joel Isaacson & Co's 13F filing for Q3 2015, filed 21 Oct 2015.