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Newfound Research’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Newfound Research’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
-41
Closed -$4.03K – 201
2018
Q3 		$4K Buy
+41
New +$4.06K ﹤0.01% 79

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

Newfound Research's STIP Position: Q4 2018 in Review

Newfound Research sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2018, closing a stake of 41 shares — an estimated $4.03K sold.

Newfound Research first reported a position in STIP in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 222 funds tracked by Wall St. Rank hold STIP as of Q4 2018.

  • Newfound Research reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Newfound Research sold 41 iShares 0-5 Year TIPS Bond ETF shares in Q4 2018, an estimated $4.03K.
  • Newfound Research first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and held it in 1 quarter.
  • Newfound Research's iShares 0-5 Year TIPS Bond ETF position peaked at $4K in Q3 2018.
  • 222 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2018.

Based on Newfound Research's 13F filing for Q4 2018, filed 25 Jan 2019.