American Portfolios Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

American Portfolios Advisors’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	$826K	Sell	8,599 -9,086	-51%	-$910K	0.04%	483
2022 Q2	$1.79M	Sell	17,685 -14,612	-45%	-$1.51M	0.07%	272
2022 Q1	$3.39M	Buy	32,297 +27,469	+569%	+$2.89M	0.12%	182
2021 Q4	$511K	Sell	4,828 -487	-9%	-$51.6K	0.02%	726
2021 Q3	$561K	Sell	5,315 -16,100	-75%	-$1.71M	0.02%	654
2021 Q2	$2.28M	Buy	21,415 +1,733	+9%	+$184K	0.09%	236
2021 Q1	$2.08M	Buy	19,682 +15,074	+327%	+$1.59M	0.09%	216
2020 Q4	$481K	Buy	4,608 +307	+7%	+$31.8K	0.02%	563
2020 Q3	$448K	Sell	4,301 -57	-1%	-$5.9K	0.03%	522
2020 Q2	$446K	Buy	4,358 +96	+2%	+$9.74K	0.03%	468
2020 Q1	$426K	Buy	4,262 +1,581	+59%	+$159K	0.04%	403
2019 Q4	$270K	Buy	2,681 +12	+0.4%	+$1.2K	0.02%	631
2019 Q3	$267K	Hold	2,669	–	–	0.02%	600
2019 Q2	$268K	Hold	2,669	–	–	0.02%	597
2019 Q1	$266K	Sell	2,669 -150	-5%	-$14.8K	0.03%	545
2018 Q4	$276K	Buy	2,819 +1,848	+190%	+$181K	0.03%	427
2018 Q3	$95.9K	Hold	971	–	–	0.01%	845
2018 Q2	$96.8K	Buy	+971	New	+$96.7K	0.01%	813

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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 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

American Portfolios Advisors's STIP Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 51% in Q3 2022, selling an estimated $910K and leaving 8,599 shares worth $826K. The position accounts for 0.04% of the portfolio, ranked #483.

American Portfolios Advisors first reported a position in STIP in Q2 2018 and has held it in 18 quarters since. The position peaked at $3.39M in Q1 2022. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

American Portfolios Advisors held 8,599 shares of iShares 0-5 Year TIPS Bond ETF worth $826K as of Q3 2022.
American Portfolios Advisors sold 9,086 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $910K.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #483 holding.
American Portfolios Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and has held it in 18 quarters since.
American Portfolios Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $3.39M in Q1 2022.
629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.