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Beacon Harbor Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Beacon Harbor Wealth Advisors’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 		$8.39M Buy
82,708
+2,127
+3% +$220K 2.96% 8
2022
Q1 		$8.46M Buy
+80,581
New +$8.48M 2.76% 9

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 $1.37T AUM 24.88% 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 $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Beacon Harbor Wealth Advisors's STIP Position: Q2 2022 in Review

Beacon Harbor Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.6% in Q2 2022, buying an estimated $220K and bringing the position to 82,708 shares worth $8.39M. The position accounts for 2.96% of the portfolio, ranked #8.

Beacon Harbor Wealth Advisors first reported a position in STIP in Q1 2022 and has held it in 2 quarters since. The position peaked at $8.46M in Q1 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

  • Beacon Harbor Wealth Advisors held 82,708 shares of iShares 0-5 Year TIPS Bond ETF worth $8.39M as of Q2 2022.
  • Beacon Harbor Wealth Advisors bought 2,127 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022, an estimated $220K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.96% of Beacon Harbor Wealth Advisors's portfolio in Q2 2022, its #8 holding.
  • Beacon Harbor Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • Beacon Harbor Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $8.46M in Q1 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.