Valley National Advisers’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Valley National Advisers’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 Q4	–	Sell	-23	Closed	-$2K	–	856
2020 Q3	$2K	Hold	23	–	–	﹤0.01%	669
2020 Q2	$2K	Hold	23	–	–	﹤0.01%	677
2020 Q1	$2K	Buy	+23	New	+$2.31K	﹤0.01%	653
2019 Q1	–	Sell	-180	Closed	-$18K	–	813
2018 Q4	$18K	Buy	+180	New	+$17.7K	0.01%	384

Other funds holding STIP

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

PCA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

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

Valley National Advisers's STIP Position: Q4 2020 in Review

Valley National Advisers sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2020, closing a stake of 23 shares — an estimated $2K sold.

Valley National Advisers first reported a position in STIP in Q4 2018 and held it in 4 quarters. The position peaked at $18K in Q4 2018. 271 funds tracked by Wall St. Rank hold STIP as of Q4 2020.

Valley National Advisers reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
Valley National Advisers sold 23 iShares 0-5 Year TIPS Bond ETF shares in Q4 2020, an estimated $2K.
Valley National Advisers first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 4 quarters.
Valley National Advisers's iShares 0-5 Year TIPS Bond ETF position peaked at $18K in Q4 2018.
271 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2020.

Based on Valley National Advisers's 13F filing for Q4 2020, filed 11 Feb 2021.