Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WCM
WealthBridge Capital Management’s
iShares 0-5 Year TIPS Bond ETF
STIP
Stock Holding History
WealthBridge Capital 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
2019
Q2
–
Sell
-200
Closed
-$20K
–
764
2019
Q1
$20K
Hold
200
–
–
0.01%
451
2018
Q4
$20K
Buy
+200
New
+$19.6K
0.02%
410
Other funds holding STIP
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
MWM
Modera Wealth Management
Westwood, New Jersey
$8.34B AUM
19.68%
1-Year Est. Return
PCA
Personal Capital Advisors
Redwood City, California
$20.6B AUM
13.65%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
DWM
Destination Wealth Management
Walnut Creek, California
$3.85B AUM
13%
1-Year Est. Return
LJAC
L.J. Altfest & Co
New York
$935M AUM
27.19%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LF
Lee Financial
Dallas, Texas
$709M AUM
18.05%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close