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Dowling & Yahnke’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Dowling & Yahnke’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 		$1.3M Sell
13,530
-13,490
-50% -$1.35M 0.06% 207
2022
Q2 		$2.74M Buy
+27,020
New +$2.79M 0.13% 149
2020
Q1 		– Sell
-949
Closed -$96K – 368
2019
Q4 		$96K Buy
+949
New +$95.2K 0.01% 304

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dowling & Yahnke's STIP Position: Q3 2022 in Review

Dowling & Yahnke reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 50% in Q3 2022, selling an estimated $1.35M and leaving 13,530 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #207.

Dowling & Yahnke first reported a position in STIP in Q4 2019 and has held it in 3 quarters since. The position peaked at $2.74M in Q2 2022. 627 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • Dowling & Yahnke held 13,530 shares of iShares 0-5 Year TIPS Bond ETF worth $1.3M as of Q3 2022.
  • Dowling & Yahnke sold 13,490 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $1.35M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.06% of Dowling & Yahnke's portfolio in Q3 2022, its #207 holding.
  • Dowling & Yahnke first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • Dowling & Yahnke's iShares 0-5 Year TIPS Bond ETF position peaked at $2.74M in Q2 2022.
  • 627 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.