AI
STIP icon

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

Arrien 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
2023
Q2 		– Sell
-3,150
Closed -$313K – 41
2023
Q1 		$313K Buy
+3,150
New +$308K 0.3% 25

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

Arrien Investments's STIP Position: Q2 2023 in Review

Arrien Investments sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 3,150 shares — an estimated $313K sold.

Arrien Investments first reported a position in STIP in Q1 2023 and held it in 1 quarter. The position peaked at $313K in Q1 2023. 609 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • Arrien Investments reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Arrien Investments sold 3,150 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $313K.
  • Arrien Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and held it in 1 quarter.
  • Arrien Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $313K in Q1 2023.
  • 609 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Arrien Investments's 13F filing for Q2 2023, filed 10 Apr 2025.