Clear Harbor Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Clear Harbor 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
2022 Q2	–	Sell	-3,756	Closed	-$394K	–	446
2022 Q1	$394K	Buy	+3,756	New	+$395K	0.04%	253
2021 Q4	–	Sell	-2,630	Closed	-$278K	–	441
2021 Q3	$278K	Buy	+2,630	New	+$279K	0.01%	305
2021 Q2	–	Sell	-2,015	Closed	-$213K	–	386
2021 Q1	$213K	Hold	2,015	–	–	0.03%	301
2020 Q4	$210K	Buy	2,015 +455	+29%	+$47.2K	0.03%	264
2020 Q3	$162K	Buy	+1,560	New	+$161K	0.03%	265

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Clear Harbor Asset Management's STIP Position: Q2 2022 in Review

Clear Harbor Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2022, closing a stake of 3,756 shares — an estimated $394K sold.

Clear Harbor Asset Management first reported a position in STIP in Q3 2020 and held it in 5 quarters. The position peaked at $394K in Q1 2022. 610 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

Clear Harbor Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
Clear Harbor Asset Management sold 3,756 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022, an estimated $394K.
Clear Harbor Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and held it in 5 quarters.
Clear Harbor Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $394K in Q1 2022.
610 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on Clear Harbor Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.