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Nottingham Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Nottingham 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
-79,613
Closed -$8.01M – 110
2019
Q2 		$8.01M Buy
79,613
+717
+0.9% +$71.7K 1.14% 26
2019
Q1 		$7.89M Buy
78,896
+54,339
+221% +$5.37M 1.15% 26
2018
Q4 		$2.47M Buy
24,557
+21,869
+814% +$2.15M 0.37% 39
2018
Q3 		$266K Buy
2,688
+155
+6% +$15.3K 0.04% 90
2018
Q2 		$254K Hold
2,533
– – 0.04% 85
2018
Q1 		$254K Buy
2,533
+16
+0.6% +$1.6K 0.04% 78
2017
Q4 		$251K Buy
+2,517
New +$252K 0.03% 98
2014
Q1 		– Sell
-24,996
Closed -$2.52M – 58
2013
Q4 		$2.52M Sell
24,996
-56,975
-70% -$5.77M 0.85% 23
2013
Q3 		$8.29M Sell
81,971
-3,357
-4% -$339K 3.02% 11
2013
Q2 		$8.59M Buy
+85,328
New +$8.72M 3.59% 11

Other funds holding STIP

Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Nottingham Advisors's STIP Position: Q3 2019 in Review

Nottingham Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2019, closing a stake of 79,613 shares — an estimated $8.01M sold.

Nottingham Advisors first reported a position in STIP in Q2 2013 and held it in 10 quarters. The position peaked at $8.59M in Q2 2013. 229 funds tracked by Wall St. Rank hold STIP as of Q3 2019.

  • Nottingham Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Nottingham Advisors sold 79,613 iShares 0-5 Year TIPS Bond ETF shares in Q3 2019, an estimated $8.01M.
  • Nottingham Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and held it in 10 quarters.
  • Nottingham Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $8.59M in Q2 2013.
  • 229 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2019.

Based on Nottingham Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.