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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 0.11% 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 $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Clarity Financial's STIP Position: Q3 2023 in Review

Clarity Financial sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 2,066 shares — an estimated $202K sold.

Clarity Financial first reported a position in STIP in Q1 2021 and held it in 9 quarters. The position peaked at $855K in Q1 2021. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Clarity Financial reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Clarity Financial sold 2,066 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $202K.
  • Clarity Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and held it in 9 quarters.
  • Clarity Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $855K in Q1 2021.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Clarity Financial's 13F filing for Q3 2023, filed 18 Oct 2023.