Zurich Insurance Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Zurich Insurance Group’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 Q4	–	Sell	-1,330	Closed	-$133K	–	451
2019 Q3	$133K	Hold	1,330	–	–	﹤0.01%	487
2019 Q2	$134K	Hold	1,330	–	–	﹤0.01%	420
2019 Q1	$133K	Hold	1,330	–	–	﹤0.01%	400
2018 Q4	$130K	Hold	1,330	–	–	﹤0.01%	416
2018 Q3	$131K	Hold	1,330	–	–	﹤0.01%	442
2018 Q2	$133K	Buy	+1,330	New	+$132K	﹤0.01%	444

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Zurich Insurance Group's STIP Position: Q4 2019 in Review

Zurich Insurance Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2019, closing a stake of 1,330 shares — an estimated $133K sold.

Zurich Insurance Group first reported a position in STIP in Q2 2018 and held it in 6 quarters. The position peaked at $134K in Q2 2019. 267 funds tracked by Wall St. Rank hold STIP as of Q4 2019.

Zurich Insurance Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
Zurich Insurance Group sold 1,330 iShares 0-5 Year TIPS Bond ETF shares in Q4 2019, an estimated $133K.
Zurich Insurance Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and held it in 6 quarters.
Zurich Insurance Group's iShares 0-5 Year TIPS Bond ETF position peaked at $134K in Q2 2019.
267 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2019.

Based on Zurich Insurance Group's 13F filing for Q4 2019, filed 14 Feb 2020.