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Wealthspire Advisors (Maryland)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wealthspire Advisors (Maryland)’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
-579
Closed -$58K – 1813
2019
Q1 		$58K Buy
579
+16
+3% +$1.58K ﹤0.01% 843
2018
Q4 		$55K Buy
563
+169
+43% +$16.6K ﹤0.01% 825
2018
Q3 		$39K Buy
394
+160
+68% +$15.8K ﹤0.01% 1056
2018
Q2 		$23K Buy
234
+75
+47% +$7.47K ﹤0.01% 1265
2018
Q1 		$16K Hold
159
– – ﹤0.01% 1377
2017
Q4 		$16K Hold
159
– – ﹤0.01% 1409
2017
Q3 		$16K Hold
159
– – ﹤0.01% 1388
2017
Q2 		$16K Hold
159
– – ﹤0.01% 1348
2017
Q1 		$16K Hold
159
– – ﹤0.01% 1167
2016
Q4 		$16K Hold
159
– – ﹤0.01% 1088
2016
Q3 		$16K Buy
159
+1
+0.6% +$101 ﹤0.01% 1126
2016
Q2 		$16K Buy
158
+1
+0.6% +$101 ﹤0.01% 1077
2016
Q1 		$16K Sell
157
-12
-7% -$1.19K ﹤0.01% 1048
2015
Q4 		$17K Buy
+169
New +$16.8K ﹤0.01% 1026

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

Wealthspire Advisors (Maryland)'s STIP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2019, closing a stake of 579 shares — an estimated $58K sold.

Wealthspire Advisors (Maryland) first reported a position in STIP in Q4 2015 and held it in 14 quarters. The position peaked at $58K in Q1 2019. 225 funds tracked by Wall St. Rank hold STIP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 579 iShares 0-5 Year TIPS Bond ETF shares in Q2 2019, an estimated $58K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s iShares 0-5 Year TIPS Bond ETF position peaked at $58K in Q1 2019.
  • 225 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.