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

Capital Investment Advisors’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
Q2 		– Sell
-5,121
Closed -$508K – 602
2023
Q1 		$508K Buy
5,121
+129
+3% +$12.6K 0.02% 348
2022
Q4 		$484K Sell
4,992
-653
-12% -$63.4K 0.01% 360
2022
Q3 		$543K Buy
5,645
+180
+3% +$18K 0.02% 327
2022
Q2 		$554K Sell
5,465
-27
-0.5% -$2.79K 0.02% 333
2022
Q1 		$576K Hold
5,492
– – 0.02% 345
2021
Q4 		$581K Buy
5,492
+2,500
+84% +$265K 0.02% 352
2021
Q3 		$316K Hold
2,992
– – 0.01% 439
2021
Q2 		$318K Hold
2,992
– – 0.01% 441
2021
Q1 		$316K Hold
2,992
– – 0.01% 419
2020
Q4 		$312K Buy
+2,992
New +$310K 0.01% 410

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return