CAWM
STIP icon

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

Capital Advisors 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
Q4 		– Sell
-3,818
Closed -$367K – 134
2022
Q3 		$367K Sell
3,818
-9,542
-71% -$956K 0.12% 83
2022
Q2 		$1.35M Buy
13,360
+8,723
+188% +$901K 0.44% 36
2022
Q1 		$487K Sell
4,637
-33,627
-88% -$3.54M 0.15% 70
2021
Q4 		$4.05M Buy
+38,264
New +$4.05M 1.23% 27

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Advisors Wealth Management's STIP Position: Q4 2022 in Review

Capital Advisors Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 3,818 shares — an estimated $367K sold.

Capital Advisors Wealth Management first reported a position in STIP in Q4 2021 and held it in 4 quarters. The position peaked at $4.05M in Q4 2021. 657 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

  • Capital Advisors Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 3,818 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $367K.
  • Capital Advisors Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 4 quarters.
  • Capital Advisors Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $4.05M in Q4 2021.
  • 657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on Capital Advisors Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.