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Dorsey & Whitney Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Dorsey & Whitney 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
2022
Q4 		– Sell
-2,341
Closed -$225K – 588
2022
Q3 		$225K Buy
+2,341
New +$234K 0.02% 480

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dorsey & Whitney Trust's STIP Position: Q4 2022 in Review

Dorsey & Whitney Trust sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 2,341 shares — an estimated $225K sold.

Dorsey & Whitney Trust first reported a position in STIP in Q3 2022 and held it in 1 quarter. The position peaked at $225K in Q3 2022. 657 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

  • Dorsey & Whitney Trust reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 2,341 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $225K.
  • Dorsey & Whitney Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 1 quarter.
  • Dorsey & Whitney Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $225K in Q3 2022.
  • 657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on Dorsey & Whitney Trust's 13F filing for Q4 2022, filed 9 Feb 2023.