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

WFG Advisors’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
2017
Q2 		$1K Hold
10
– – ﹤0.01% 1503
2017
Q1 		$1K Hold
10
– – ﹤0.01% 1430
2016
Q4 		$1K Hold
10
– – ﹤0.01% 1505
2016
Q3 		$1K Hold
10
– – ﹤0.01% 1497
2016
Q2 		$1K Hold
10
– – ﹤0.01% 1485
2016
Q1 		$1K Sell
10
-476
-98% -$47.3K ﹤0.01% 1449
2015
Q4 		$48K Sell
486
-141
-22% -$14K 0.01% 677
2015
Q3 		$62K Hold
627
– – 0.02% 580
2015
Q2 		$63K Buy
627
+40
+7% +$3.99K 0.02% 658
2015
Q1 		$58K Sell
587
-3
-0.5% -$298 0.02% 687
2014
Q4 		$58K Sell
590
-150
-20% -$15K 0.01% 825
2014
Q3 		$74K Buy
740
+252
+52% +$25.6K 0.01% 775
2014
Q2 		$50K Buy
488
+30
+7% +$3.06K 0.01% 918
2014
Q1 		$46K Sell
458
-97
-17% -$9.82K 0.01% 943
2013
Q4 		$56K Hold
555
– – 0.01% 956
2013
Q3 		$56K Sell
555
-217
-28% -$21.9K 0.01% 887
2013
Q2 		$78K Buy
+772
New +$78.9K 0.01% 746

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WFG Advisors's STIP Position: Q2 2017 in Review

WFG Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2017 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

WFG Advisors first reported a position in STIP in Q2 2013 and has held it in 17 quarters since. The position peaked at $78K in Q2 2013. 113 funds tracked by Wall St. Rank hold STIP as of Q2 2017.

  • WFG Advisors held 10 shares of iShares 0-5 Year TIPS Bond ETF worth $1K as of Q2 2017.
  • WFG Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2017.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1503 holding.
  • WFG Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $78K in Q2 2013.
  • 113 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.