Leicht Financial Planning & Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Leicht Financial Planning & 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 Q2	–	Sell	-5,737	Closed	-$573K	–	53
2020 Q1	$573K	Sell	5,737 -19,072	-77%	-$1.92M	0.55%	29
2019 Q4	$2.5M	Sell	24,809 -24,714	-50%	-$2.48M	2.27%	13
2019 Q3	$4.96M	Sell	49,523 -21,852	-31%	-$2.19M	4.74%	7
2019 Q2	$7.18M	Sell	71,375 -5,308	-7%	-$531K	7.03%	1
2019 Q1	$7.64M	Buy	76,683 +41,723	+119%	+$4.12M	7.88%	1
2018 Q4	$3.43M	Buy	34,960 +18,209	+109%	+$1.79M	4.53%	5
2018 Q3	$1.66M	Buy	16,751 +14,724	+726%	+$1.46M	1.97%	18
2018 Q2	$201K	Buy	+2,027	New	+$202K	0.17%	30

Other funds holding STIP

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's STIP Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2020, closing a stake of 5,737 shares — an estimated $573K sold.

Leicht Financial Planning & Wealth Management first reported a position in STIP in Q2 2018 and held it in 8 quarters. The position peaked at $7.64M in Q1 2019. 248 funds tracked by Wall St. Rank hold STIP as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 5,737 iShares 0-5 Year TIPS Bond ETF shares in Q2 2020, an estimated $573K.
Leicht Financial Planning & Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and held it in 8 quarters.
Leicht Financial Planning & Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $7.64M in Q1 2019.
248 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.