Bessemer Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bessemer Group’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 Q4	–	Sell	-1,520	Closed	-$158K	–	1543
2020 Q3	$158K	Buy	+1,520	New	+$157K	﹤0.01%	765
2016 Q2	–	Sell	-1,595	Closed	-$161K	–	1437
2016 Q1	$161K	Buy	+1,595	New	+$159K	﹤0.01%	703

Other funds holding STIP

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bessemer Group's STIP Position: Q4 2020 in Review

Bessemer Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2020, closing a stake of 1,520 shares — an estimated $158K sold.

Bessemer Group first reported a position in STIP in Q1 2016 and held it in 2 quarters. The position peaked at $161K in Q1 2016. 271 funds tracked by Wall St. Rank hold STIP as of Q4 2020.

Bessemer Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
Bessemer Group sold 1,520 iShares 0-5 Year TIPS Bond ETF shares in Q4 2020, an estimated $158K.
Bessemer Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2016 and held it in 2 quarters.
Bessemer Group's iShares 0-5 Year TIPS Bond ETF position peaked at $161K in Q1 2016.
271 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2020.

Based on Bessemer Group's 13F filing for Q4 2020, filed 9 Feb 2021.