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Beacon Investment Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Beacon Investment Advisory Services’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
Q1 		– Sell
-54,887
Closed -$5.81M – 310
2021
Q4 		$5.81M Buy
54,887
+11,047
+25% +$1.17M 0.23% 89
2021
Q3 		$4.63M Buy
+43,840
New +$4.65M 0.19% 93

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Beacon Investment Advisory Services's STIP Position: Q1 2022 in Review

Beacon Investment Advisory Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2022, closing a stake of 54,887 shares — an estimated $5.81M sold.

Beacon Investment Advisory Services first reported a position in STIP in Q3 2021 and held it in 2 quarters. The position peaked at $5.81M in Q4 2021. 551 funds tracked by Wall St. Rank hold STIP as of Q1 2022.

  • Beacon Investment Advisory Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 54,887 iShares 0-5 Year TIPS Bond ETF shares in Q1 2022, an estimated $5.81M.
  • Beacon Investment Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 2 quarters.
  • Beacon Investment Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $5.81M in Q4 2021.
  • 551 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2022.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2022, filed 12 May 2022.