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Wealth Advisory Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wealth Advisory Solutions’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
Q3 		– Sell
-10,627
Closed -$1.09M – 191
2020
Q2 		$1.09M Buy
10,627
+396
+4% +$40.2K 0.3% 80
2020
Q1 		$1.02M Sell
10,231
-195
-2% -$19.6K 0.35% 75
2019
Q4 		$1.05M Buy
+10,426
New +$1.05M 0.28% 85

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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealth Advisory Solutions's STIP Position: Q3 2020 in Review

Wealth Advisory Solutions sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2020, closing a stake of 10,627 shares — an estimated $1.09M sold.

Wealth Advisory Solutions first reported a position in STIP in Q4 2019 and held it in 3 quarters. The position peaked at $1.09M in Q2 2020. 263 funds tracked by Wall St. Rank hold STIP as of Q3 2020.

  • Wealth Advisory Solutions reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 10,627 iShares 0-5 Year TIPS Bond ETF shares in Q3 2020, an estimated $1.09M.
  • Wealth Advisory Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 3 quarters.
  • Wealth Advisory Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $1.09M in Q2 2020.
  • 263 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2020.

Based on Wealth Advisory Solutions's 13F filing for Q3 2020, filed 29 Dec 2020.