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

Quattro Financial 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
2020 Q1	–	Sell	-78,602	Closed	-$7.93M	–	58
2019 Q4	$7.93M	Hold	78,602	–	–	2.55%	12
2019 Q3	$7.87M	Hold	78,602	–	–	2.39%	12
2019 Q2	$7.88M	Buy	+78,602	New	+$7.87M	2.43%	14
2018 Q4	–	Sell	-21,466	Closed	-$2.11M	–	96
2018 Q3	$2.11M	Sell	21,466 -19,716	-48%	-$1.95M	0.77%	32
2018 Q2	$4.09M	Sell	41,182 -39,970	-49%	-$3.98M	2.03%	16
2018 Q1	$8.11M	Buy	+81,152	New	+$8.1M	3.2%	13

Other funds holding STIP

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Quattro Financial Advisors's STIP Position: Q1 2020 in Review

Quattro Financial Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2020, closing a stake of 78,602 shares — an estimated $7.93M sold.

Quattro Financial Advisors first reported a position in STIP in Q1 2018 and held it in 6 quarters. The position peaked at $8.11M in Q1 2018. 251 funds tracked by Wall St. Rank hold STIP as of Q1 2020.

Quattro Financial Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
Quattro Financial Advisors sold 78,602 iShares 0-5 Year TIPS Bond ETF shares in Q1 2020, an estimated $7.93M.
Quattro Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and held it in 6 quarters.
Quattro Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $8.11M in Q1 2018.
251 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2020.

Based on Quattro Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.