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Crestmont Private Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Crestmont Private Wealth’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
-391
Closed -$41K – 50
2022
Q1 		$41K Hold
391
– – 0.04% 33
2021
Q4 		$41K Buy
+391
New +$41.4K 0.04% 33

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Crestmont Private Wealth's STIP Position: Q2 2022 in Review

Crestmont Private Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2022, closing a stake of 391 shares — an estimated $41K sold.

Crestmont Private Wealth first reported a position in STIP in Q4 2021 and held it in 2 quarters. The position peaked at $41K in Q1 2022. 610 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

  • Crestmont Private Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Crestmont Private Wealth sold 391 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022, an estimated $41K.
  • Crestmont Private Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 2 quarters.
  • Crestmont Private Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $41K in Q1 2022.
  • 610 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on Crestmont Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.