RBC
STIP icon

Ronald Blue & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ronald Blue & 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
2017
Q2 		$311K Buy
3,102
+77
+3% +$7.77K 0.01% 152
2017
Q1 		$307K Sell
3,025
-4,657
-61% -$471K 0.01% 151
2016
Q4 		$774K Buy
7,682
+5,531
+257% +$557K 0.03% 91
2016
Q3 		$217K Sell
2,151
-3,804
-64% -$384K 0.01% 171
2016
Q2 		$605K Sell
5,955
-8,633
-59% -$870K 0.03% 96
2016
Q1 		$1.47M Sell
14,588
-35,889
-71% -$3.57M 0.08% 43
2015
Q4 		$4.99M Buy
50,477
+39,585
+363% +$3.92M 0.26% 23
2015
Q3 		$1.08M Buy
10,892
+8,364
+331% +$831K 0.06% 72
2015
Q2 		$253K Sell
2,528
-1,134
-31% -$113K 0.01% 288
2015
Q1 		$364K Sell
3,662
-11,833
-76% -$1.18M 0.02% 221
2014
Q4 		$1.53M Buy
15,495
+10,121
+188% +$1.01M 0.07% 59
2014
Q3 		$540K Sell
5,374
-2,937
-35% -$298K 0.04% 146
2014
Q2 		$852K Sell
8,311
-1,934
-19% -$197K 0.05% 97
2014
Q1 		$1.04M Sell
10,245
-35,509
-78% -$3.6M 0.08% 71
2013
Q4 		$4.62M Buy
45,754
+38,668
+546% +$3.92M 0.34% 14
2013
Q3 		$717K Buy
+7,086
New +$716K 0.06% 91

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.67B AUM 13.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ronald Blue & Co's STIP Position: Q2 2017 in Review

Ronald Blue & Co increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.5% in Q2 2017, buying an estimated $7.77K and bringing the position to 3,102 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #152.

Ronald Blue & Co first reported a position in STIP in Q3 2013 and has held it in 16 quarters since. The position peaked at $4.99M in Q4 2015. 113 funds tracked by Wall St. Rank hold STIP as of Q2 2017.

  • Ronald Blue & Co held 3,102 shares of iShares 0-5 Year TIPS Bond ETF worth $311K as of Q2 2017.
  • Ronald Blue & Co bought 77 iShares 0-5 Year TIPS Bond ETF shares in Q2 2017, an estimated $7.77K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #152 holding.
  • Ronald Blue & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2013 and has held it in 16 quarters since.
  • Ronald Blue & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $4.99M in Q4 2015.
  • 113 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.