Brown Brothers Harriman & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Brown Brothers Harriman & Co’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	-265	Closed	-$25K	–	1486
2022 Q3	$25K	Buy	+265	New	+$26.5K	﹤0.01%	914
2018 Q4	–	Sell	-1,200	Closed	-$119K	–	985
2018 Q3	$119K	Buy	+1,200	New	+$119K	﹤0.01%	435
2015 Q1	–	Sell	-45	Closed	-$4K	–	842
2014 Q4	$4K	Buy	+45	New	+$4.51K	﹤0.01%	776

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Brothers Harriman & Co's STIP Position: Q4 2022 in Review

Brown Brothers Harriman & Co sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 265 shares — an estimated $25K sold.

Brown Brothers Harriman & Co first reported a position in STIP in Q4 2014 and held it in 3 quarters. The position peaked at $119K in Q3 2018. 657 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

Brown Brothers Harriman & Co reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
Brown Brothers Harriman & Co sold 265 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $25K.
Brown Brothers Harriman & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2014 and held it in 3 quarters.
Brown Brothers Harriman & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $119K in Q3 2018.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2022, filed 9 Feb 2023.