Clear Perspectives Financial Planning’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Clear Perspectives Financial Planning’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	-101,921	Closed	-$10.3M	–	232
2022 Q2	$10.3M	Buy	101,921 +10,698	+12%	+$1.1M	4.03%	10
2022 Q1	$9.57M	Buy	91,223 +1,240	+1%	+$131K	3.63%	9
2021 Q4	$9.53M	Buy	89,983 +4,879	+6%	+$517K	3.85%	10
2021 Q3	$8.99M	Buy	85,104 +27,159	+47%	+$2.88M	4.07%	10
2021 Q2	$6.16M	Buy	+57,945	New	+$6.15M	2.97%	12

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Clear Perspectives Financial Planning's STIP Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 101,921 shares — an estimated $10.3M sold.

Clear Perspectives Financial Planning first reported a position in STIP in Q2 2021 and held it in 5 quarters. The position peaked at $10.3M in Q2 2022. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

Clear Perspectives Financial Planning reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 101,921 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $10.3M.
Clear Perspectives Financial Planning first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 5 quarters.
Clear Perspectives Financial Planning's iShares 0-5 Year TIPS Bond ETF position peaked at $10.3M in Q2 2022.
629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.