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Abundance Wealth Counselors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Abundance Wealth Counselors’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
2022
Q4 		– Sell
-60,517
Closed -$5.82M – 155
2022
Q3 		$5.82M Sell
60,517
-3,965
-6% -$397K 1.66% 9
2022
Q2 		$6.54M Sell
64,482
-1,292
-2% -$133K 1.77% 9
2022
Q1 		$6.9M Sell
65,774
-1,953
-3% -$206K 1.88% 8
2021
Q4 		$7.17M Buy
67,727
+13,398
+25% +$1.42M 1.84% 9
2021
Q3 		$5.74M Buy
54,329
+7,498
+16% +$795K 3.35% 5
2021
Q2 		$4.98M Buy
+46,831
New +$4.97M 1.29% 11

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Abundance Wealth Counselors's STIP Position: Q4 2022 in Review

Abundance Wealth Counselors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 60,517 shares — an estimated $5.82M sold.

Abundance Wealth Counselors first reported a position in STIP in Q2 2021 and held it in 6 quarters. The position peaked at $7.17M in Q4 2021. 658 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

  • Abundance Wealth Counselors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Abundance Wealth Counselors sold 60,517 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $5.82M.
  • Abundance Wealth Counselors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 6 quarters.
  • Abundance Wealth Counselors's iShares 0-5 Year TIPS Bond ETF position peaked at $7.17M in Q4 2021.
  • 658 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on Abundance Wealth Counselors's 13F filing for Q4 2022, filed 2 Feb 2023.