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

BNC 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
Q1 		– Sell
-52,182
Closed -$5.06M – 125
2022
Q4 		$5.06M Buy
52,182
+460
+0.9% +$44.7K 2.99% 7
2022
Q3 		$4.97M Buy
51,722
+3,958
+8% +$396K 3.01% 6
2022
Q2 		$4.84M Buy
47,764
+45,856
+2,403% +$4.73M 2.53% 8
2022
Q1 		$200K Buy
+1,908
New +$201K 0.1% 118

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNC Wealth Management's STIP Position: Q1 2023 in Review

BNC Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 52,182 shares — an estimated $5.06M sold.

BNC Wealth Management first reported a position in STIP in Q1 2022 and held it in 4 quarters. The position peaked at $5.06M in Q4 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • BNC Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • BNC Wealth Management sold 52,182 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $5.06M.
  • BNC Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 4 quarters.
  • BNC Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $5.06M in Q4 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on BNC Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.