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

Cadinha & 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
2023
Q1 		– Sell
-2,697
Closed -$262K – 101
2022
Q4 		$262K Sell
2,697
-1,262
-32% -$123K 0.06% 87
2022
Q3 		$380K Buy
+3,959
New +$396K 0.13% 67

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Fidelity Investments
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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

Cadinha & Co's STIP Position: Q1 2023 in Review

Cadinha & Co sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 2,697 shares — an estimated $262K sold.

Cadinha & Co first reported a position in STIP in Q3 2022 and held it in 2 quarters. The position peaked at $380K in Q3 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • Cadinha & Co reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Cadinha & Co sold 2,697 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $262K.
  • Cadinha & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 2 quarters.
  • Cadinha & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $380K in Q3 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Cadinha & Co's 13F filing for Q1 2023, filed 28 Apr 2023.