JPG
STIP icon

Jordan Park Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Jordan Park Group’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
2019
Q4 		– Sell
-14,294
Closed -$1.43M – 47
2019
Q3 		$1.43M Sell
14,294
-22,097
-61% -$2.21M 0.12% 23
2019
Q2 		$3.66M Buy
36,391
+7,595
+26% +$760K 0.33% 21
2019
Q1 		$2.87M Buy
28,796
+7,811
+37% +$772K 0.29% 18
2018
Q4 		$2.06M Buy
+20,985
New +$2.06M 0.31% 15

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Jordan Park Group's STIP Position: Q4 2019 in Review

Jordan Park Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2019, closing a stake of 14,294 shares — an estimated $1.43M sold.

Jordan Park Group first reported a position in STIP in Q4 2018 and held it in 4 quarters. The position peaked at $3.66M in Q2 2019. 267 funds tracked by Wall St. Rank hold STIP as of Q4 2019.

  • Jordan Park Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Jordan Park Group sold 14,294 iShares 0-5 Year TIPS Bond ETF shares in Q4 2019, an estimated $1.43M.
  • Jordan Park Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 4 quarters.
  • Jordan Park Group's iShares 0-5 Year TIPS Bond ETF position peaked at $3.66M in Q2 2019.
  • 267 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2019.

Based on Jordan Park Group's 13F filing for Q4 2019, filed 11 Feb 2020.