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Country Club Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Country Club Trust’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
2021
Q4 		$4.03M Buy
38,158
+5,279
+16% +$559K 0.32% 86
2021
Q3 		$3.47M Buy
32,879
+11,081
+51% +$1.18M 0.3% 88
2021
Q2 		$2.32M Buy
+21,798
New +$2.31M 0.2% 112

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Country Club Trust's STIP Position: Q4 2021 in Review

Country Club Trust increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 16% in Q4 2021, buying an estimated $559K and bringing the position to 38,158 shares worth $4.03M. The position accounts for 0.32% of the portfolio, ranked #86.

Country Club Trust first reported a position in STIP in Q2 2021 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold STIP as of Q4 2021.

  • Country Club Trust held 38,158 shares of iShares 0-5 Year TIPS Bond ETF worth $4.03M as of Q4 2021.
  • Country Club Trust bought 5,279 iShares 0-5 Year TIPS Bond ETF shares in Q4 2021, an estimated $559K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.32% of Country Club Trust's portfolio in Q4 2021, its #86 holding.
  • Country Club Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • 489 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2021.

Based on Country Club Trust's 13F filing for Q4 2021, filed 21 Jan 2022.