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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 $2.3T AUM 54.33% 1-Year Est. Return
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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 $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Investment Advisors's STIP Position: Q2 2023 in Review

Capital Investment Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 5,121 shares — an estimated $508K sold.

Capital Investment Advisors first reported a position in STIP in Q4 2020 and held it in 10 quarters. The position peaked at $581K in Q4 2021. 608 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • Capital Investment Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Capital Investment Advisors sold 5,121 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $508K.
  • Capital Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and held it in 10 quarters.
  • Capital Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $581K in Q4 2021.
  • 608 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Capital Investment Advisors's 13F filing for Q2 2023, filed 11 Jul 2023.