Baldrige Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Baldrige Asset 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
2023 Q1	$183K	Buy	1,847 +50	+3%	+$4.89K	0.08%	115
2022 Q4	$174K	Buy	1,797 +937	+109%	+$91K	0.08%	110
2022 Q3	$83K	Buy	860 +612	+247%	+$61.3K	0.04%	144
2022 Q2	$25K	Hold	248	–	–	0.01%	199
2022 Q1	$26K	Buy	248 +48	+24%	+$5.05K	0.01%	216
2021 Q4	$21K	Sell	200 -206	-51%	-$21.8K	0.01%	233
2021 Q3	$43K	Sell	406 -205	-34%	-$21.7K	0.02%	175
2021 Q2	$65K	Buy	+611	New	+$64.9K	0.03%	151
2020 Q1	–	Sell	-200	Closed	-$20K	–	85
2019 Q4	$20K	Hold	200	–	–	0.02%	80
2019 Q3	$20K	Hold	200	–	–	0.02%	77
2019 Q2	$20K	Hold	200	–	–	0.02%	73
2019 Q1	$20K	Buy	+200	New	+$19.8K	0.02%	72

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baldrige Asset Management's STIP Position: Q1 2023 in Review

Baldrige Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.8% in Q1 2023, buying an estimated $4.89K and bringing the position to 1,847 shares worth $183K. The position accounts for 0.08% of the portfolio, ranked #115.

Baldrige Asset Management first reported a position in STIP in Q1 2019 and has held it in 12 quarters since. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

Baldrige Asset Management held 1,847 shares of iShares 0-5 Year TIPS Bond ETF worth $183K as of Q1 2023.
Baldrige Asset Management bought 50 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $4.89K.
iShares 0-5 Year TIPS Bond ETF made up 0.08% of Baldrige Asset Management's portfolio in Q1 2023, its #115 holding.
Baldrige Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and has held it in 12 quarters since.
611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.