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Wechter Feldman Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wechter Feldman Wealth 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
2021
Q2 		$13.3M Buy
125,121
+4,696
+4% +$499K 9.31% 5
2021
Q1 		$12.7M Buy
120,425
+15,484
+15% +$1.63M 9.39% 5
2020
Q4 		$11M Sell
104,941
-964
-0.9% -$100K 8.11% 6
2020
Q3 		$11M Sell
105,905
-5,654
-5% -$585K 8.65% 6
2020
Q2 		$11.4M Sell
111,559
-299
-0.3% -$30.3K 10.36% 5
2020
Q1 		$11.2M Buy
111,858
+5,365
+5% +$539K 27.29% 1
2019
Q4 		$10.7M Sell
106,493
-1,018
-0.9% -$102K 7.15% 6
2019
Q3 		$10.8M Buy
107,511
+1,862
+2% +$187K 6.79% 7
2019
Q2 		$10.6M Sell
105,649
-1,389
-1% -$139K 7.04% 7
2019
Q1 		$10.7M Buy
107,038
+2,125
+2% +$210K 6.97% 7
2018
Q4 		$10.3M Buy
104,913
+11,562
+12% +$1.13M 9.9% 4
2018
Q3 		$9.22M Buy
93,351
+9,818
+12% +$972K 5.64% 9
2018
Q2 		$8.33M Buy
83,533
+56,539
+209% +$5.63M 5.73% 10
2018
Q1 		$2.7M Sell
26,994
-131
-0.5% -$13.1K 1.91% 14
2017
Q4 		$2.71M Buy
+27,125
New +$2.72M 1.89% 14

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Wechter Feldman Wealth Management's STIP Position: Q2 2021 in Review

Wechter Feldman Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.9% in Q2 2021, buying an estimated $499K and bringing the position to 125,121 shares worth $13.3M. The position accounts for 9.31% of the portfolio, ranked #5.

Wechter Feldman Wealth Management first reported a position in STIP in Q4 2017 and has held it in 15 quarters since. 368 funds tracked by Wall St. Rank hold STIP as of Q2 2021.

  • Wechter Feldman Wealth Management held 125,121 shares of iShares 0-5 Year TIPS Bond ETF worth $13.3M as of Q2 2021.
  • Wechter Feldman Wealth Management bought 4,696 iShares 0-5 Year TIPS Bond ETF shares in Q2 2021, an estimated $499K.
  • iShares 0-5 Year TIPS Bond ETF made up 9.31% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #5 holding.
  • Wechter Feldman Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 15 quarters since.
  • 368 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.