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Wealthfront’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wealthfront’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
2015
Q2 		– Sell
-22
Closed -$2K – 1381
2015
Q1 		$2K Buy
+22
New +$2.19K ﹤0.01% 1025

Other funds holding STIP

F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wealthfront's STIP Position: Q2 2015 in Review

Wealthfront sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2015, closing a stake of 22 shares — an estimated $2K sold.

Wealthfront first reported a position in STIP in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 69 funds tracked by Wall St. Rank hold STIP as of Q2 2015.

  • Wealthfront reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 22 iShares 0-5 Year TIPS Bond ETF shares in Q2 2015, an estimated $2K.
  • Wealthfront first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2015 and held it in 1 quarter.
  • Wealthfront's iShares 0-5 Year TIPS Bond ETF position peaked at $2K in Q1 2015.
  • 69 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.