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Vectors Research Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Vectors Research Management’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
Q2 		– Sell
-21,302
Closed -$2.13M – 507
2020
Q1 		$2.13M Buy
21,302
+4,102
+24% +$412K 1.01% 27
2019
Q4 		$1.73M Buy
17,200
+12,131
+239% +$1.22M 0.7% 35
2019
Q3 		$508K Buy
+5,069
New +$508K 0.25% 71

Other funds holding STIP

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 $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Vectors Research Management's STIP Position: Q2 2020 in Review

Vectors Research Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2020, closing a stake of 21,302 shares — an estimated $2.13M sold.

Vectors Research Management first reported a position in STIP in Q3 2019 and held it in 3 quarters. The position peaked at $2.13M in Q1 2020. 248 funds tracked by Wall St. Rank hold STIP as of Q2 2020.

  • Vectors Research Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Vectors Research Management sold 21,302 iShares 0-5 Year TIPS Bond ETF shares in Q2 2020, an estimated $2.13M.
  • Vectors Research Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and held it in 3 quarters.
  • Vectors Research Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.13M in Q1 2020.
  • 248 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2020.

Based on Vectors Research Management's 13F filing for Q2 2020, filed 13 Aug 2020.