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USA Financial Formulas’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

USA Financial Formulas’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
2017
Q2 		– Sell
-9,271
Closed -$941K – 312
2017
Q1 		$941K Buy
+9,271
New +$937K 0.23% 100

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

USA Financial Formulas's STIP Position: Q2 2017 in Review

USA Financial Formulas sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2017, closing a stake of 9,271 shares — an estimated $941K sold.

USA Financial Formulas first reported a position in STIP in Q1 2017 and held it in 1 quarter. The position peaked at $941K in Q1 2017. 113 funds tracked by Wall St. Rank hold STIP as of Q2 2017.

  • USA Financial Formulas reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2017 after selling out during the quarter.
  • USA Financial Formulas sold 9,271 iShares 0-5 Year TIPS Bond ETF shares in Q2 2017, an estimated $941K.
  • USA Financial Formulas first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and held it in 1 quarter.
  • USA Financial Formulas's iShares 0-5 Year TIPS Bond ETF position peaked at $941K in Q1 2017.
  • 113 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2017.

Based on USA Financial Formulas's 13F filing for Q2 2017, filed 23 Aug 2017.