Squar Milner Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-161	Closed	-$16K	–	647
2020 Q1	$16K	Buy	161 +1	+0.6%	+$101	0.01%	503
2019 Q4	$16K	Buy	+160	New	+$16K	0.01%	546
2019 Q1	–	Sell	-150	Closed	-$15K	–	843
2018 Q4	$15K	Hold	150	–	–	0.01%	429
2018 Q3	$15K	Sell	150 -40	-21%	-$3.96K	0.01%	444
2018 Q2	$19K	Buy	+190	New	+$18.9K	0.02%	488

Other funds holding STIP

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Squar Milner Financial Services's STIP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2020, closing a stake of 161 shares — an estimated $16K sold.

Squar Milner Financial Services first reported a position in STIP in Q2 2018 and held it in 5 quarters. The position peaked at $19K in Q2 2018. 248 funds tracked by Wall St. Rank hold STIP as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 161 iShares 0-5 Year TIPS Bond ETF shares in Q2 2020, an estimated $16K.
Squar Milner Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $19K in Q2 2018.
248 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.