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B. Riley Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

B. Riley Wealth Management’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
Q2 		$467K Buy
4,602
+600
+15% +$61.9K 0.05% 309
2022
Q1 		$420K Buy
4,002
+1,684
+73% +$177K 0.03% 366
2021
Q4 		$245K Buy
+2,318
New +$246K 0.02% 526

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

B. Riley Wealth Management's STIP Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q2 2022, buying an estimated $61.9K and bringing the position to 4,602 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #309.

B. Riley Wealth Management first reported a position in STIP in Q4 2021 and has held it in 3 quarters since. 610 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

  • B. Riley Wealth Management held 4,602 shares of iShares 0-5 Year TIPS Bond ETF worth $467K as of Q2 2022.
  • B. Riley Wealth Management bought 600 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022, an estimated $61.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of B. Riley Wealth Management's portfolio in Q2 2022, its #309 holding.
  • B. Riley Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.