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Mosaic Financial Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Mosaic Financial Partners’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
Q2 		$364K Sell
3,653
-580
-14% -$57.8K 0.24% 39
2018
Q1 		$423K Buy
+4,233
New +$422K 0.26% 40

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mosaic Financial Partners's STIP Position: Q2 2018 in Review

Mosaic Financial Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 14% in Q2 2018, selling an estimated $57.8K and leaving 3,653 shares worth $364K. The position accounts for 0.24% of the portfolio, ranked #39.

Mosaic Financial Partners first reported a position in STIP in Q1 2018 and has held it in 2 quarters since. The position peaked at $423K in Q1 2018. 196 funds tracked by Wall St. Rank hold STIP as of Q2 2018.

  • Mosaic Financial Partners held 3,653 shares of iShares 0-5 Year TIPS Bond ETF worth $364K as of Q2 2018.
  • Mosaic Financial Partners sold 580 iShares 0-5 Year TIPS Bond ETF shares in Q2 2018, an estimated $57.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.24% of Mosaic Financial Partners's portfolio in Q2 2018, its #39 holding.
  • Mosaic Financial Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 2 quarters since.
  • Mosaic Financial Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $423K in Q1 2018.
  • 196 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.