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Vantage Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$178K Sell
1,805
-246
-12% -$24.4K 0.04% 160
2018
Q2 		$204K Buy
2,051
+159
+8% +$15.8K 0.05% 143
2018
Q1 		$189K Buy
+1,892
New +$189K 0.05% 147

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vantage Investment Advisors's STIP Position: Q3 2018 in Review

Vantage Investment Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 12% in Q3 2018, selling an estimated $24.4K and leaving 1,805 shares worth $178K. The position accounts for 0.04% of the portfolio, ranked #160.

Vantage Investment Advisors first reported a position in STIP in Q1 2018 and has held it in 3 quarters since. The position peaked at $204K in Q2 2018. 202 funds tracked by Wall St. Rank hold STIP as of Q3 2018.

  • Vantage Investment Advisors held 1,805 shares of iShares 0-5 Year TIPS Bond ETF worth $178K as of Q3 2018.
  • Vantage Investment Advisors sold 246 iShares 0-5 Year TIPS Bond ETF shares in Q3 2018, an estimated $24.4K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of Vantage Investment Advisors's portfolio in Q3 2018, its #160 holding.
  • Vantage Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 3 quarters since.
  • Vantage Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $204K in Q2 2018.
  • 202 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.