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Arbor Trust Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Arbor Trust Wealth 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
Q4 		– Sell
-2,806
Closed -$271K – 103
2022
Q3 		$271K Sell
2,806
-208
-7% -$20.8K 0.21% 78
2022
Q2 		$306K Buy
+3,014
New +$311K 0.21% 77

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

Arbor Trust Wealth Advisors's STIP Position: Q4 2022 in Review

Arbor Trust Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 2,806 shares — an estimated $271K sold.

Arbor Trust Wealth Advisors first reported a position in STIP in Q2 2022 and held it in 2 quarters. The position peaked at $306K in Q2 2022. 658 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

  • Arbor Trust Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 2,806 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $271K.
  • Arbor Trust Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 2 quarters.
  • Arbor Trust Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $306K in Q2 2022.
  • 658 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on Arbor Trust Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.