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

ACG Wealth’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 Q3	–	Sell	-217	Closed	-$22K	–	907
2022 Q2	$22K	Buy	+217	New	+$22.4K	﹤0.01%	559

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

ACG Wealth's STIP Position: Q3 2022 in Review

ACG Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 217 shares — an estimated $22K sold.

ACG Wealth first reported a position in STIP in Q2 2022 and held it in 1 quarter. The position peaked at $22K in Q2 2022. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

ACG Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 217 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $22K.
ACG Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $22K in Q2 2022.
629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.