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Cary Street Partners Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cary Street Partners Asset 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
2023
Q2 		– Sell
-270
Closed -$26.8K – 372
2023
Q1 		$26.8K Hold
270
– – 0.01% 282
2022
Q4 		$26.2K Hold
270
– – 0.01% 304
2022
Q3 		$26K Buy
+270
New +$27K 0.01% 261

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Cary Street Partners Asset Management's STIP Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 270 shares — an estimated $26.8K sold.

Cary Street Partners Asset Management first reported a position in STIP in Q3 2022 and held it in 3 quarters. The position peaked at $26.8K in Q1 2023. 608 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • Cary Street Partners Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Cary Street Partners Asset Management sold 270 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $26.8K.
  • Cary Street Partners Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 3 quarters.
  • Cary Street Partners Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $26.8K in Q1 2023.
  • 608 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.