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BerganKDV Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BerganKDV Wealth 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
2023
Q2 		$20.1M Buy
206,357
+4,241
+2% +$417K 2.01% 12
2023
Q1 		$20.1M Buy
+202,116
New +$19.8M 2.07% 12

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BerganKDV Wealth Management's STIP Position: Q2 2023 in Review

BerganKDV Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.1% in Q2 2023, buying an estimated $417K and bringing the position to 206,357 shares worth $20.1M. The position accounts for 2.01% of the portfolio, ranked #12.

BerganKDV Wealth Management first reported a position in STIP in Q1 2023 and has held it in 2 quarters since. 609 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • BerganKDV Wealth Management held 206,357 shares of iShares 0-5 Year TIPS Bond ETF worth $20.1M as of Q2 2023.
  • BerganKDV Wealth Management bought 4,241 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $417K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #12 holding.
  • BerganKDV Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 609 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.