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

Barrett 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
2021
Q4 		– Sell
-1,125
Closed -$119K – 654
2021
Q3 		$119K Buy
+1,125
New +$119K 0.01% 238

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3AM
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RJFSA
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Barrett Asset Management's STIP Position: Q4 2021 in Review

Barrett Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2021, closing a stake of 1,125 shares — an estimated $119K sold.

Barrett Asset Management first reported a position in STIP in Q3 2021 and held it in 1 quarter. The position peaked at $119K in Q3 2021. 491 funds tracked by Wall St. Rank hold STIP as of Q4 2021.

  • Barrett Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Barrett Asset Management sold 1,125 iShares 0-5 Year TIPS Bond ETF shares in Q4 2021, an estimated $119K.
  • Barrett Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 1 quarter.
  • Barrett Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $119K in Q3 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.