SIM
STIP icon

Sonora Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sonora Investment Management’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
2021
Q3 		$15K Buy
+140
New +$14.9K ﹤0.01% 701
2019
Q2 		– Sell
-14
Closed -$1K – 1740
2019
Q1 		$1K Buy
+14
New +$1.38K ﹤0.01% 1449

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sonora Investment Management's STIP Position: Q3 2021 in Review

Sonora Investment Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2021: 140 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in STIP as recently as Q1 2019.

Sonora Investment Management first reported a position in STIP in Q1 2019 and has held it in 2 quarters since. 391 funds tracked by Wall St. Rank hold STIP as of Q3 2021.

  • Sonora Investment Management held 140 shares of iShares 0-5 Year TIPS Bond ETF worth $15K as of Q3 2021.
  • iShares 0-5 Year TIPS Bond ETF was a new Sonora Investment Management position in Q3 2021.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #701 holding.
  • Sonora Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and has held it in 2 quarters since.
  • 391 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.