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Omnia Family Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Omnia Family Wealth’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
-31,261
Closed -$3.14M – 97
2019
Q2 		$3.14M Buy
31,261
+214
+0.7% +$21.4K 1.59% 13
2019
Q1 		$3.1M Hold
31,047
– – 1.53% 13
2018
Q4 		$3.04M Buy
+31,047
New +$3.05M 1.64% 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 $9.37B AUM 23.82% 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 $51.6B AUM 27.34% 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

Omnia Family Wealth's STIP Position: Q3 2019 in Review

Omnia Family Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2019, closing a stake of 31,261 shares — an estimated $3.14M sold.

Omnia Family Wealth first reported a position in STIP in Q4 2018 and held it in 3 quarters. The position peaked at $3.14M in Q2 2019. 229 funds tracked by Wall St. Rank hold STIP as of Q3 2019.

  • Omnia Family Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 31,261 iShares 0-5 Year TIPS Bond ETF shares in Q3 2019, an estimated $3.14M.
  • Omnia Family Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 3 quarters.
  • Omnia Family Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $3.14M in Q2 2019.
  • 229 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2019.

Based on Omnia Family Wealth's 13F filing for Q3 2019, filed 12 Nov 2019.