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

Pacific Edge 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
2018
Q3 		– Sell
-6,000
Closed -$598K – 40
2018
Q2 		$598K Buy
+6,000
New +$597K 0.33% 19

Other funds holding STIP

MWM
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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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pacific Edge Advisors's STIP Position: Q3 2018 in Review

Pacific Edge Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2018, closing a stake of 6,000 shares — an estimated $598K sold.

Pacific Edge Advisors first reported a position in STIP in Q2 2018 and held it in 1 quarter. The position peaked at $598K in Q2 2018. 202 funds tracked by Wall St. Rank hold STIP as of Q3 2018.

  • Pacific Edge Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Pacific Edge Advisors sold 6,000 iShares 0-5 Year TIPS Bond ETF shares in Q3 2018, an estimated $598K.
  • Pacific Edge Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and held it in 1 quarter.
  • Pacific Edge Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $598K in Q2 2018.
  • 202 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2018.

Based on Pacific Edge Advisors's 13F filing for Q3 2018, filed 15 Mar 2019.