Carroll Financial Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Carroll Financial Associates’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
2021 Q4	$14.2M	Buy	134,163 +133,374	+16,904%	+$14.1M	0.75%	23
2021 Q3	$83K	Hold	789	–	–	﹤0.01%	589
2021 Q2	$83K	Hold	789	–	–	﹤0.01%	641
2021 Q1	$83K	Hold	789	–	–	0.01%	623
2020 Q4	$82K	Sell	789 -149	-16%	-$15.4K	0.01%	556
2020 Q3	$97K	Buy	938 +149	+19%	+$15.4K	0.01%	490
2020 Q2	$80K	Hold	789	–	–	0.01%	527
2020 Q1	$78K	Hold	789	–	–	0.01%	473
2019 Q4	$79K	Hold	789	–	–	0.01%	552
2019 Q3	$79K	Hold	789	–	–	0.01%	552
2019 Q2	$79K	Hold	789	–	–	0.01%	535
2019 Q1	$78K	Hold	789	–	–	0.01%	489
2018 Q4	$77K	Sell	789 -615	-44%	-$60.4K	0.01%	426
2018 Q3	$138K	Hold	1,404	–	–	0.01%	338
2018 Q2	$139K	Hold	1,404	–	–	0.01%	325
2018 Q1	$140K	Buy	+1,404	New	+$140K	0.02%	324

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carroll Financial Associates's STIP Position: Q4 2021 in Review

Carroll Financial Associates increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 16,904% in Q4 2021, buying an estimated $14.1M and bringing the position to 134,163 shares worth $14.2M. The position accounts for 0.75% of the portfolio, ranked #23.

Carroll Financial Associates first reported a position in STIP in Q1 2018 and has held it in 16 quarters since. 491 funds tracked by Wall St. Rank hold STIP as of Q4 2021.

Carroll Financial Associates held 134,163 shares of iShares 0-5 Year TIPS Bond ETF worth $14.2M as of Q4 2021.
Carroll Financial Associates bought 133,374 iShares 0-5 Year TIPS Bond ETF shares in Q4 2021, an estimated $14.1M.
iShares 0-5 Year TIPS Bond ETF made up 0.75% of Carroll Financial Associates's portfolio in Q4 2021, its #23 holding.
Carroll Financial Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 16 quarters since.
491 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.