VCG
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Vantage Consulting Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Vantage Consulting 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
2021
Q1 		– Sell
-338
Closed -$35K – 1374
2020
Q4 		$35K Buy
+338
New +$35K ﹤0.01% 618

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UBS Group
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LPL Financial
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DWM
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Morgan Stanley
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3AM
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LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Commonwealth Equity Services
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Vantage Consulting Group's STIP Position: Q1 2021 in Review

Vantage Consulting Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2021, closing a stake of 338 shares — an estimated $35K sold.

Vantage Consulting Group first reported a position in STIP in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 310 funds tracked by Wall St. Rank hold STIP as of Q1 2021.

  • Vantage Consulting Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 338 iShares 0-5 Year TIPS Bond ETF shares in Q1 2021, an estimated $35K.
  • Vantage Consulting Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's iShares 0-5 Year TIPS Bond ETF position peaked at $35K in Q4 2020.
  • 310 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.