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Beaumont Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Beaumont Financial 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
Q3 		– Sell
-2,471
Closed -$251K – 325
2022
Q2 		$251K Buy
+2,471
New +$255K 0.02% 268
2021
Q1 		– Sell
-261
Closed -$27K – 363
2020
Q4 		$27K Buy
+261
New +$27.1K ﹤0.01% 331
2019
Q4 		– Sell
-2,344
Closed -$235K – 294
2019
Q3 		$235K Buy
2,344
+21
+0.9% +$2.1K 0.02% 242
2019
Q2 		$234K Buy
2,323
+13
+0.6% +$1.3K 0.02% 222
2019
Q1 		$230K Buy
+2,310
New +$228K 0.02% 211
2018
Q4 		– Sell
-2,329
Closed -$230K – 237
2018
Q3 		$230K Sell
2,329
-13
-0.6% -$1.29K 0.02% 206
2018
Q2 		$233K Sell
2,342
-5,107
-69% -$509K 0.02% 186
2018
Q1 		$746K Buy
7,449
+2,608
+54% +$260K 0.08% 107
2017
Q4 		$483K Sell
4,841
-1,486
-23% -$149K 0.06% 123
2017
Q3 		$635K Buy
6,327
+1,609
+34% +$162K 0.08% 106
2017
Q2 		$474K Buy
4,718
+1,168
+33% +$118K 0.06% 117
2017
Q1 		$360K Buy
3,550
+522
+17% +$52.8K 0.05% 140
2016
Q4 		$305K Buy
+3,028
New +$305K 0.05% 122

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beaumont Financial Advisors's STIP Position: Q3 2022 in Review

Beaumont Financial Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 2,471 shares — an estimated $251K sold.

Beaumont Financial Advisors first reported a position in STIP in Q4 2016 and held it in 13 quarters. The position peaked at $746K in Q1 2018. 627 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • Beaumont Financial Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,471 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $251K.
  • Beaumont Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2016 and held it in 13 quarters.
  • Beaumont Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $746K in Q1 2018.
  • 627 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Beaumont Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.