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Column Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Column Capital Advisors’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 		$2.09M Buy
21,530
+2,726
+14% +$265K 0.31% 37
2023
Q2 		$1.84M Buy
18,804
+202
+1% +$19.9K 0.26% 41
2023
Q1 		$1.85M Buy
18,602
+462
+3% +$45.2K 0.28% 38
2022
Q4 		$1.76M Buy
+18,140
New +$1.76M 0.29% 37

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 22.96% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Column Capital Advisors's STIP Position: Q3 2023 in Review

Column Capital Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 14% in Q3 2023, buying an estimated $265K and bringing the position to 21,530 shares worth $2.09M. The position accounts for 0.31% of the portfolio, ranked #37.

Column Capital Advisors first reported a position in STIP in Q4 2022 and has held it in 4 quarters since. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Column Capital Advisors held 21,530 shares of iShares 0-5 Year TIPS Bond ETF worth $2.09M as of Q3 2023.
  • Column Capital Advisors bought 2,726 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $265K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.31% of Column Capital Advisors's portfolio in Q3 2023, its #37 holding.
  • Column Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.