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Berkshire Money Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Berkshire Money 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
2020
Q3 		– Sell
-2,379
Closed -$244K – 43
2020
Q2 		$244K Buy
+2,379
New +$241K 0.05% 44

Other funds holding STIP

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Berkshire Money Management's STIP Position: Q3 2020 in Review

Berkshire Money Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2020, closing a stake of 2,379 shares — an estimated $244K sold.

Berkshire Money Management first reported a position in STIP in Q2 2020 and held it in 1 quarter. The position peaked at $244K in Q2 2020. 263 funds tracked by Wall St. Rank hold STIP as of Q3 2020.

  • Berkshire Money Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Berkshire Money Management sold 2,379 iShares 0-5 Year TIPS Bond ETF shares in Q3 2020, an estimated $244K.
  • Berkshire Money Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2020 and held it in 1 quarter.
  • Berkshire Money Management's iShares 0-5 Year TIPS Bond ETF position peaked at $244K in Q2 2020.
  • 263 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2020.

Based on Berkshire Money Management's 13F filing for Q3 2020, filed 26 Oct 2020.