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

Charles Carroll Financial Partners’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
Q3 		– Sell
-88,611
Closed -$8.99M – 47
2022
Q2 		$8.99M Hold
88,611
– – 11.74% 1
2022
Q1 		$9.3M Buy
88,611
+31,880
+56% +$3.36M 9.63% 3
2021
Q4 		$6.01M Buy
+56,731
New +$6.01M 5.96% 6

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Carroll Financial Partners's STIP Position: Q3 2022 in Review

Charles Carroll Financial Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 88,611 shares — an estimated $8.99M sold.

Charles Carroll Financial Partners first reported a position in STIP in Q4 2021 and held it in 3 quarters. The position peaked at $9.3M in Q1 2022. 627 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • Charles Carroll Financial Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Charles Carroll Financial Partners sold 88,611 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $8.99M.
  • Charles Carroll Financial Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 3 quarters.
  • Charles Carroll Financial Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $9.3M in Q1 2022.
  • 627 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Charles Carroll Financial Partners's 13F filing for Q3 2022, filed 14 Nov 2022.