AdvisorShares Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

AdvisorShares Investments’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
2021 Q4	–	Sell	-14,932	Closed	-$1.58M	–	216
2021 Q3	$1.58M	Buy	14,932 +4,872	+48%	+$517K	0.25%	59
2021 Q2	$1.07M	Buy	+10,060	New	+$1.07M	0.15%	89

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AdvisorShares Investments's STIP Position: Q4 2021 in Review

AdvisorShares Investments sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2021, closing a stake of 14,932 shares — an estimated $1.58M sold.

AdvisorShares Investments first reported a position in STIP in Q2 2021 and held it in 2 quarters. The position peaked at $1.58M in Q3 2021. 489 funds tracked by Wall St. Rank hold STIP as of Q4 2021.

AdvisorShares Investments reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
AdvisorShares Investments sold 14,932 iShares 0-5 Year TIPS Bond ETF shares in Q4 2021, an estimated $1.58M.
AdvisorShares Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 2 quarters.
AdvisorShares Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $1.58M in Q3 2021.
489 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2021.

Based on AdvisorShares Investments's 13F filing for Q4 2021, filed 31 Jan 2022.