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Lebenthal Global Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-100
Closed -$10K – 492
2020
Q4 		$10K Buy
+100
New +$10.4K 0.01% 443

Other funds holding STIP

Ameriprise
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lebenthal Global Advisors's STIP Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2021, closing a stake of 100 shares — an estimated $10K sold.

Lebenthal Global Advisors first reported a position in STIP in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 310 funds tracked by Wall St. Rank hold STIP as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 100 iShares 0-5 Year TIPS Bond ETF shares in Q1 2021, an estimated $10K.
  • Lebenthal Global Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $10K in Q4 2020.
  • 310 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.