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Risk Paradigm Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Risk Paradigm 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
2017
Q2 		– Sell
-134
Closed -$13.6K – 248
2017
Q1 		$13.6K Sell
134
-5,344
-98% -$540K 0.02% 217
2016
Q4 		$552K Sell
5,478
-34,276
-86% -$3.45M 0.61% 61
2016
Q3 		$4.02M Buy
+39,754
New +$4.01M 3.01% 8

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Risk Paradigm Group's STIP Position: Q2 2017 in Review

Risk Paradigm Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2017, closing a stake of 134 shares — an estimated $13.6K sold.

Risk Paradigm Group first reported a position in STIP in Q3 2016 and held it in 3 quarters. The position peaked at $4.02M in Q3 2016. 113 funds tracked by Wall St. Rank hold STIP as of Q2 2017.

  • Risk Paradigm Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Risk Paradigm Group sold 134 iShares 0-5 Year TIPS Bond ETF shares in Q2 2017, an estimated $13.6K.
  • Risk Paradigm Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2016 and held it in 3 quarters.
  • Risk Paradigm Group's iShares 0-5 Year TIPS Bond ETF position peaked at $4.02M in Q3 2016.
  • 113 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2017.

Based on Risk Paradigm Group's 13F filing for Q2 2017, filed 14 Aug 2017.