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R.H. Bluestein & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

R.H. Bluestein & Co’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
-6,121
Closed -$616K – 344
2019
Q4 		$616K Buy
6,121
+604
+11% +$60.6K 0.03% 133
2019
Q3 		$553K Buy
+5,517
New +$553K 0.03% 142

Other funds holding STIP

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

R.H. Bluestein & Co's STIP Position: Q1 2020 in Review

R.H. Bluestein & Co sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2020, closing a stake of 6,121 shares — an estimated $616K sold.

R.H. Bluestein & Co first reported a position in STIP in Q3 2019 and held it in 2 quarters. The position peaked at $616K in Q4 2019. 250 funds tracked by Wall St. Rank hold STIP as of Q1 2020.

  • R.H. Bluestein & Co reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • R.H. Bluestein & Co sold 6,121 iShares 0-5 Year TIPS Bond ETF shares in Q1 2020, an estimated $616K.
  • R.H. Bluestein & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and held it in 2 quarters.
  • R.H. Bluestein & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $616K in Q4 2019.
  • 250 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2020.

Based on R.H. Bluestein & Co's 13F filing for Q1 2020, filed 12 May 2020.