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Osborn Williams & Donohoe’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-88
Closed -$9K – 612
2019
Q1 		$9K Buy
+88
New +$8.7K ﹤0.01% 641

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Osborn Williams & Donohoe's STIP Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2019, closing a stake of 88 shares — an estimated $9K sold.

Osborn Williams & Donohoe first reported a position in STIP in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 225 funds tracked by Wall St. Rank hold STIP as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 88 iShares 0-5 Year TIPS Bond ETF shares in Q2 2019, an estimated $9K.
  • Osborn Williams & Donohoe first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares 0-5 Year TIPS Bond ETF position peaked at $9K in Q1 2019.
  • 225 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.