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STIP icon

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

UBS’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
2014
Q3 		$13.5M Sell
133,907
-36,187
-21% -$3.68M 0.01% 1219
2014
Q2 		$17.4M Buy
170,094
+3,794
+2% +$386K 0.01% 963
2014
Q1 		$16.8M Buy
166,300
+54,852
+49% +$5.56M 0.01% 904
2013
Q4 		$11.3M Sell
111,448
-3,790
-3% -$384K 0.01% 1167
2013
Q3 		$11.7M Sell
115,238
-39,915
-26% -$4.03M 0.01% 1023
2013
Q2 		$15.6M Buy
+155,153
New +$15.9M 0.02% 779

Other funds holding STIP

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return