WCM
STIP icon

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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

WealthBridge Capital Management's STIP Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2019, closing a stake of 200 shares — an estimated $20K sold.

WealthBridge Capital Management first reported a position in STIP in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2019. 225 funds tracked by Wall St. Rank hold STIP as of Q2 2019.

  • WealthBridge Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 200 iShares 0-5 Year TIPS Bond ETF shares in Q2 2019, an estimated $20K.
  • WealthBridge Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $20K in Q1 2019.
  • 225 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.