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

WealthOne’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
Q1 		– Sell
-141
Closed -$14K – 483
2018
Q4 		$14K Buy
+141
New +$13.8K 0.01% 332

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WealthOne's STIP Position: Q1 2019 in Review

WealthOne sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2019, closing a stake of 141 shares — an estimated $14K sold.

WealthOne first reported a position in STIP in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 235 funds tracked by Wall St. Rank hold STIP as of Q1 2019.

  • WealthOne reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 141 iShares 0-5 Year TIPS Bond ETF shares in Q1 2019, an estimated $14K.
  • WealthOne first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares 0-5 Year TIPS Bond ETF position peaked at $14K in Q4 2018.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.