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

Beam 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
2021
Q4 		– Sell
-14,759
Closed -$1.56M – 137
2021
Q3 		$1.56M Buy
14,759
+122
+0.8% +$12.9K 1.34% 18
2021
Q2 		$1.56M Buy
14,637
+2,454
+20% +$261K 1.34% 18
2021
Q1 		$1.29M Buy
+12,183
New +$1.28M 1.15% 25
2020
Q2 		– Sell
-4,341
Closed -$434K – 163
2020
Q1 		$434K Sell
4,341
-125
-3% -$12.6K 0.43% 75
2019
Q4 		$450K Buy
+4,466
New +$448K 0.42% 73

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Beam Wealth Advisors's STIP Position: Q4 2021 in Review

Beam Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2021, closing a stake of 14,759 shares — an estimated $1.56M sold.

Beam Wealth Advisors first reported a position in STIP in Q4 2019 and held it in 5 quarters. The position peaked at $1.56M in Q3 2021. 491 funds tracked by Wall St. Rank hold STIP as of Q4 2021.

  • Beam Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 14,759 iShares 0-5 Year TIPS Bond ETF shares in Q4 2021, an estimated $1.56M.
  • Beam Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 5 quarters.
  • Beam Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.56M in Q3 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.