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

AJ Wealth Strategies’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
2023
Q2 		$33.7M Sell
346,606
-876
-0.3% -$86.2K 1.63% 18
2023
Q1 		$34.3M Sell
347,482
-9,384
-3% -$917K 1.79% 19
2022
Q4 		$34.4M Buy
356,866
+343,328
+2,536% +$33.4M 1.81% 18
2022
Q3 		$1.3M Buy
+13,538
New +$1.36M 0.08% 112

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AJ Wealth Strategies's STIP Position: Q2 2023 in Review

AJ Wealth Strategies reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.25% in Q2 2023, selling an estimated $86.2K and leaving 346,606 shares worth $33.7M. The position accounts for 1.63% of the portfolio, ranked #18.

AJ Wealth Strategies first reported a position in STIP in Q3 2022 and has held it in 4 quarters since. The position peaked at $34.4M in Q4 2022. 609 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • AJ Wealth Strategies held 346,606 shares of iShares 0-5 Year TIPS Bond ETF worth $33.7M as of Q2 2023.
  • AJ Wealth Strategies sold 876 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $86.2K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.63% of AJ Wealth Strategies's portfolio in Q2 2023, its #18 holding.
  • AJ Wealth Strategies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 4 quarters since.
  • AJ Wealth Strategies's iShares 0-5 Year TIPS Bond ETF position peaked at $34.4M in Q4 2022.
  • 609 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.