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Barber Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Barber Financial Group’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 		$119M Sell
1,201,371
-74,715
-6% -$7.3M 21.01% 1
2022
Q4 		$124M Sell
1,276,086
-103,789
-8% -$10.1M 34.27% 1
2022
Q3 		$133M Sell
1,379,875
-18,488
-1% -$1.85M 38.53% 1
2022
Q2 		$142M Buy
1,398,363
+820,495
+142% +$84.7M 23.23% 1
2022
Q1 		$60.6M Buy
577,868
+376,437
+187% +$39.6M 8.07% 5
2021
Q4 		$21.3M Buy
201,431
+9,098
+5% +$964K 2.56% 11
2021
Q3 		$20.3M Buy
192,333
+22,575
+13% +$2.4M 2.63% 13
2021
Q2 		$18M Buy
169,758
+18,091
+12% +$1.92M 2.45% 11
2021
Q1 		$16M Buy
151,667
+4,584
+3% +$482K 2.34% 10
2020
Q4 		$15.4M Sell
147,083
-4,486
-3% -$465K 2.81% 9
2020
Q3 		$15.8M Buy
151,569
+15,968
+12% +$1.65M 3.45% 6
2020
Q2 		$13.9M Sell
135,601
-35,290
-21% -$3.58M 3.32% 9
2020
Q1 		$17.1M Buy
170,891
+37,676
+28% +$3.79M 5.4% 5
2019
Q4 		$13.4M Buy
133,215
+6,991
+6% +$701K 2.72% 12
2019
Q3 		$12.6M Buy
126,224
+3,813
+3% +$382K 2.69% 10
2019
Q2 		$12.3M Buy
122,411
+10,889
+10% +$1.09M 2.88% 10
2019
Q1 		$11.1M Buy
111,522
+7,718
+7% +$763K 2.19% 9
2018
Q4 		$10.2M Sell
103,804
-3,770
-4% -$370K 2.19% 10
2018
Q3 		$10.6M Buy
107,574
+5,042
+5% +$499K 2.55% 9
2018
Q2 		$10.2M Buy
102,532
+3,044
+3% +$303K 2.96% 10
2018
Q1 		$9.96M Buy
+99,488
New +$9.93M 2.64% 9

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barber Financial Group's STIP Position: Q1 2023 in Review

Barber Financial Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.9% in Q1 2023, selling an estimated $7.3M and leaving 1,201,371 shares worth $119M. The position accounts for 21.01% of the portfolio, ranked #1.

Barber Financial Group first reported a position in STIP in Q1 2018 and has held it in 21 quarters since. The position peaked at $142M in Q2 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • Barber Financial Group held 1,201,371 shares of iShares 0-5 Year TIPS Bond ETF worth $119M as of Q1 2023.
  • Barber Financial Group sold 74,715 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $7.3M.
  • iShares 0-5 Year TIPS Bond ETF made up 21.01% of Barber Financial Group's portfolio in Q1 2023, its #1 holding.
  • Barber Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 21 quarters since.
  • Barber Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $142M in Q2 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.