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Tactical Allocation Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Tactical Allocation Group’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
2016
Q2 		$4.22M Sell
41,551
-8,891
-18% -$896K 6.74% 8
2016
Q1 		$5.08M Buy
+50,442
New +$5.02M 7.39% 5

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tactical Allocation Group's STIP Position: Q2 2016 in Review

Tactical Allocation Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 18% in Q2 2016, selling an estimated $896K and leaving 41,551 shares worth $4.22M. The position accounts for 6.74% of the portfolio, ranked #8.

Tactical Allocation Group first reported a position in STIP in Q1 2016 and has held it in 2 quarters since. The position peaked at $5.08M in Q1 2016. 73 funds tracked by Wall St. Rank hold STIP as of Q2 2016.

  • Tactical Allocation Group held 41,551 shares of iShares 0-5 Year TIPS Bond ETF worth $4.22M as of Q2 2016.
  • Tactical Allocation Group sold 8,891 iShares 0-5 Year TIPS Bond ETF shares in Q2 2016, an estimated $896K.
  • iShares 0-5 Year TIPS Bond ETF made up 6.74% of Tactical Allocation Group's portfolio in Q2 2016, its #8 holding.
  • Tactical Allocation Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2016 and has held it in 2 quarters since.
  • Tactical Allocation Group's iShares 0-5 Year TIPS Bond ETF position peaked at $5.08M in Q1 2016.
  • 73 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2016.

Based on Tactical Allocation Group's 13F filing for Q2 2016, filed 31 Aug 2016.