Polaris Wealth Advisory Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-6,079	Closed	-$596K	–	173
2018 Q4	$596K	Sell	6,079 -605	-9%	-$59.4K	0.06%	103
2018 Q3	$660K	Buy	6,684 +6,609	+8,812%	+$654K	0.05%	102
2018 Q2	$8K	Hold	75	–	–	﹤0.01%	211
2018 Q1	$8K	Buy	+75	New	+$7.48K	﹤0.01%	376
2016 Q1	–	Sell	-62,333	Closed	-$6.17M	–	141
2015 Q4	$6.17M	Sell	62,333 -3,737	-6%	-$370K	1%	44
2015 Q3	$6.56M	Sell	66,070 -6,070	-8%	-$603K	1.34%	40
2015 Q2	$7.21M	Buy	+72,140	New	+$7.2M	1.43%	20
2014 Q4	–	Sell	-79,460	Closed	-$7.99M	–	84
2014 Q3	$7.99M	Buy	+79,460	New	+$8.07M	1.79%	21

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Polaris Wealth Advisory Group's STIP Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2019, closing a stake of 6,079 shares — an estimated $596K sold.

Polaris Wealth Advisory Group first reported a position in STIP in Q3 2014 and held it in 8 quarters. The position peaked at $7.99M in Q3 2014. 235 funds tracked by Wall St. Rank hold STIP as of Q1 2019.

Polaris Wealth Advisory Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 6,079 iShares 0-5 Year TIPS Bond ETF shares in Q1 2019, an estimated $596K.
Polaris Wealth Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2014 and held it in 8 quarters.
Polaris Wealth Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $7.99M in Q3 2014.
235 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.