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Crown Wealth Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Crown Wealth Group’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
-18,064
Closed -$1.83M – 71
2022
Q2 		$1.83M Buy
18,064
+5,158
+40% +$533K 1.66% 13
2022
Q1 		$1.35M Sell
12,906
-1,295
-9% -$136K 0.94% 25
2021
Q4 		$1.5M Buy
+14,201
New +$1.5M 1.4% 18

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Crown Wealth Group's STIP Position: Q3 2022 in Review

Crown Wealth Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 18,064 shares — an estimated $1.83M sold.

Crown Wealth Group first reported a position in STIP in Q4 2021 and held it in 3 quarters. The position peaked at $1.83M in Q2 2022. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • Crown Wealth Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Crown Wealth Group sold 18,064 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $1.83M.
  • Crown Wealth Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 3 quarters.
  • Crown Wealth Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.83M in Q2 2022.
  • 629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Crown Wealth Group's 13F filing for Q3 2022, filed 21 Oct 2022.