WSTAM
STIP icon

Wilbanks Smith & Thomas Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-215
Closed -$21K – 1189
2018
Q3 		$21K Buy
+215
New +$21.3K ﹤0.01% 872

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's STIP Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2018, closing a stake of 215 shares — an estimated $21K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in STIP in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 222 funds tracked by Wall St. Rank hold STIP as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 215 iShares 0-5 Year TIPS Bond ETF shares in Q4 2018, an estimated $21K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $21K in Q3 2018.
  • 222 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.