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Marino Stram & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Marino Stram & Associates’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
2018
Q4 		– Sell
-135
Closed -$13K – 661
2018
Q3 		$13K Buy
+135
New +$13.4K 0.01% 280

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marino Stram & Associates's STIP Position: Q4 2018 in Review

Marino Stram & Associates sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2018, closing a stake of 135 shares — an estimated $13K sold.

Marino Stram & Associates first reported a position in STIP in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 222 funds tracked by Wall St. Rank hold STIP as of Q4 2018.

  • Marino Stram & Associates reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 135 iShares 0-5 Year TIPS Bond ETF shares in Q4 2018, an estimated $13K.
  • Marino Stram & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and held it in 1 quarter.
  • Marino Stram & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $13K in Q3 2018.
  • 222 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.