WCM
STIP icon

Weatherstone Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Weatherstone 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
Q1 		– Sell
-23,105
Closed -$2.28M – 159
2018
Q4 		$2.28M Buy
+23,105
New +$2.27M 0.56% 39

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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 $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Weatherstone Capital Management's STIP Position: Q1 2019 in Review

Weatherstone Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2019, closing a stake of 23,105 shares — an estimated $2.28M sold.

Weatherstone Capital Management first reported a position in STIP in Q4 2018 and held it in 1 quarter. The position peaked at $2.28M in Q4 2018. 235 funds tracked by Wall St. Rank hold STIP as of Q1 2019.

  • Weatherstone Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 23,105 iShares 0-5 Year TIPS Bond ETF shares in Q1 2019, an estimated $2.28M.
  • Weatherstone Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.28M in Q4 2018.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.