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Macroview Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Macroview Investment 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
2014
Q1 		– Sell
-150
Closed -$15K – 297
2013
Q4 		$15K Hold
150
– – 0.03% 79
2013
Q3 		$15K Sell
150
-150
-50% -$15.2K 0.03% 78
2013
Q2 		$30K Buy
+300
New +$30.7K 0.03% 47

Other funds holding STIP

CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

Macroview Investment Management's STIP Position: Q1 2014 in Review

Macroview Investment Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2014, closing a stake of 150 shares — an estimated $15K sold.

Macroview Investment Management first reported a position in STIP in Q2 2013 and held it in 3 quarters. The position peaked at $30K in Q2 2013. 63 funds tracked by Wall St. Rank hold STIP as of Q1 2014.

  • Macroview Investment Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Macroview Investment Management sold 150 iShares 0-5 Year TIPS Bond ETF shares in Q1 2014, an estimated $15K.
  • Macroview Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and held it in 3 quarters.
  • Macroview Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $30K in Q2 2013.
  • 63 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2014.

Based on Macroview Investment Management's 13F filing for Q1 2014, filed 30 Apr 2014.