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

Clarity Financial’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
Q3 		– Sell
-2,066
Closed -$202K – 128
2023
Q2 		$202K Buy
+2,066
New +$203K 0.03% 116
2023
Q1 		– Sell
-2,449
Closed -$237K – 84
2022
Q4 		$237K Sell
2,449
-417
-15% -$40.5K 0.05% 94
2022
Q3 		$275K Sell
2,866
-688
-19% -$68.9K 0.06% 73
2022
Q2 		$360K Sell
3,554
-1,572
-31% -$162K 0.08% 66
2022
Q1 		$538K Sell
5,126
-670
-12% -$70.5K 0.11% 63
2021
Q4 		$614K Sell
5,796
-384
-6% -$40.7K 0.1% 66
2021
Q3 		$653K Sell
6,180
-487
-7% -$51.7K 0.12% 69
2021
Q2 		$709K Sell
6,667
-1,417
-18% -$150K 0.14% 70
2021
Q1 		$855K Buy
+8,084
New +$850K 0.17% 70

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return