KCS Wealth Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

KCS Wealth Advisory’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	-5,749	Closed	-$576K	–	367
2019 Q3	$576K	Buy	5,749 +443	+8%	+$44.4K	0.4%	91
2019 Q2	$534K	Buy	5,306 +892	+20%	+$89.3K	0.42%	99
2019 Q1	$440K	Sell	4,414 -662	-13%	-$65.4K	0.38%	104
2018 Q4	$498K	Sell	5,076 -485	-9%	-$47.6K	0.53%	89
2018 Q3	$549K	Hold	5,561	–	–	0.51%	90
2018 Q2	$554K	Buy	5,561 +351	+7%	+$35K	0.52%	85
2018 Q1	$522K	Buy	5,210 +1,119	+27%	+$112K	0.47%	86
2017 Q4	$409K	Buy	+4,091	New	+$410K	0.4%	98

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $9.37B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

KCS Wealth Advisory's STIP Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2019, closing a stake of 5,749 shares — an estimated $576K sold.

KCS Wealth Advisory first reported a position in STIP in Q4 2017 and held it in 8 quarters. The position peaked at $576K in Q3 2019. 267 funds tracked by Wall St. Rank hold STIP as of Q4 2019.

KCS Wealth Advisory reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 5,749 iShares 0-5 Year TIPS Bond ETF shares in Q4 2019, an estimated $576K.
KCS Wealth Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and held it in 8 quarters.
KCS Wealth Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $576K in Q3 2019.
267 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.