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Boenning & Scattergood’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Boenning & Scattergood’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
Q4 		– Sell
-3,253
Closed -$313K – 419
2022
Q3 		$313K Buy
+3,253
New +$326K 0.06% 288

Other funds holding STIP

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boenning & Scattergood's STIP Position: Q4 2022 in Review

Boenning & Scattergood sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 3,253 shares — an estimated $313K sold.

Boenning & Scattergood first reported a position in STIP in Q3 2022 and held it in 1 quarter. The position peaked at $313K in Q3 2022. 658 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

  • Boenning & Scattergood reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Boenning & Scattergood sold 3,253 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $313K.
  • Boenning & Scattergood first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 1 quarter.
  • Boenning & Scattergood's iShares 0-5 Year TIPS Bond ETF position peaked at $313K in Q3 2022.
  • 658 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.