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

Birchcreek 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
2022
Q3 		– Sell
-3,089
Closed -$313K – 123
2022
Q2 		$313K Sell
3,089
-659
-18% -$68K 0.28% 83
2022
Q1 		$393K Buy
+3,748
New +$395K 0.35% 64

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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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Birchcreek Wealth Management's STIP Position: Q3 2022 in Review

Birchcreek Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 3,089 shares — an estimated $313K sold.

Birchcreek Wealth Management first reported a position in STIP in Q1 2022 and held it in 2 quarters. The position peaked at $393K in Q1 2022. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • Birchcreek Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Birchcreek Wealth Management sold 3,089 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $313K.
  • Birchcreek Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 2 quarters.
  • Birchcreek Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $393K in Q1 2022.
  • 629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Birchcreek Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.