Carter Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Carter Financial Group’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 Q1	$209K	Buy	+1,988	New	+$209K	0.28%	54

Other funds holding STIP

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Carter Financial Group's STIP Position: Q1 2022 in Review

Carter Financial Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2022: 1,988 shares worth $209K. The stake represents 0.28% of the portfolio and ranks #54 among its holdings.

551 funds tracked by Wall St. Rank hold STIP as of Q1 2022.

Carter Financial Group held 1,988 shares of iShares 0-5 Year TIPS Bond ETF worth $209K as of Q1 2022.
iShares 0-5 Year TIPS Bond ETF was a new Carter Financial Group position in Q1 2022.
iShares 0-5 Year TIPS Bond ETF made up 0.28% of Carter Financial Group's portfolio in Q1 2022, its #54 holding.
551 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.