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Summit Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Summit Wealth Partners’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
Q2 		– Sell
-1,954
Closed -$207K – 159
2021
Q1 		$207K Sell
1,954
-318
-14% -$33.5K 0.05% 144
2020
Q4 		$237K Sell
2,272
-5,997
-73% -$622K 0.06% 129
2020
Q3 		$860K Buy
8,269
+631
+8% +$65.3K 0.26% 61
2020
Q2 		$782K Buy
+7,638
New +$775K 0.25% 66

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Summit Wealth Partners's STIP Position: Q2 2021 in Review

Summit Wealth Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2021, closing a stake of 1,954 shares — an estimated $207K sold.

Summit Wealth Partners first reported a position in STIP in Q2 2020 and held it in 4 quarters. The position peaked at $860K in Q3 2020. 368 funds tracked by Wall St. Rank hold STIP as of Q2 2021.

  • Summit Wealth Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Summit Wealth Partners sold 1,954 iShares 0-5 Year TIPS Bond ETF shares in Q2 2021, an estimated $207K.
  • Summit Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2020 and held it in 4 quarters.
  • Summit Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $860K in Q3 2020.
  • 368 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2021.

Based on Summit Wealth Partners's 13F filing for Q2 2021, filed 10 Sep 2024.