SEI Investments
STIP icon

SEI Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

SEI Investments’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
Q2 		– Sell
-4
Closed – – 2740
2019
Q1 		$0 Sell
4
-572
-99% -$56.5K ﹤0.01% 2981
2018
Q4 		$53K Buy
576
+199
+53% +$19.5K ﹤0.01% 2329
2018
Q3 		$31K Sell
377
-1,034
-73% -$102K ﹤0.01% 2320
2018
Q2 		$141K Buy
1,411
+325
+30% +$32.4K ﹤0.01% 2170
2018
Q1 		$109K Buy
1,086
+1,015
+1,430% +$101K ﹤0.01% 2106
2017
Q4 		$7K Sell
71
-78
-52% -$7.82K ﹤0.01% 2888
2017
Q3 		$15K Sell
149
-793
-84% -$79.7K ﹤0.01% 2583
2017
Q2 		$95K Buy
942
+550
+140% +$55.5K ﹤0.01% 2080
2017
Q1 		$40K Buy
+392
New +$39.6K ﹤0.01% 2188

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return