Moneta Group Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Moneta Group Investment 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
2019 Q3	–	Sell	-2,834	Closed	-$285K	–	304
2019 Q2	$285K	Sell	2,834 -52,012	-95%	-$5.2M	0.03%	193
2019 Q1	$5.47M	Sell	54,846 -1,724	-3%	-$170K	0.57%	35
2018 Q4	$5.54M	Buy	56,570 +1,780	+3%	+$175K	0.66%	33
2018 Q3	$5.41M	Buy	+54,790	New	+$5.42M	0.55%	34

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $8.34B AUM 19.68% 1-Year Est. Return

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

DWM

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

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

LJAC

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

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

Moneta Group Investment Advisors's STIP Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2019, closing a stake of 2,834 shares — an estimated $285K sold.

Moneta Group Investment Advisors first reported a position in STIP in Q3 2018 and held it in 4 quarters. The position peaked at $5.54M in Q4 2018. 229 funds tracked by Wall St. Rank hold STIP as of Q3 2019.

Moneta Group Investment Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,834 iShares 0-5 Year TIPS Bond ETF shares in Q3 2019, an estimated $285K.
Moneta Group Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and held it in 4 quarters.
Moneta Group Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $5.54M in Q4 2018.
229 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.