EAMA
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EFG Asset Management (Americas)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

EFG Asset Management (Americas)’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
2024
Q1 		– Sell
-2,944
Closed -$290K – 143
2023
Q4 		$290K Buy
+2,944
New +$287K 0.06% 129

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AG
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EFG Asset Management (Americas)'s STIP Position: Q1 2024 in Review

EFG Asset Management (Americas) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 2,944 shares — an estimated $290K sold.

EFG Asset Management (Americas) first reported a position in STIP in Q4 2023 and held it in 1 quarter. The position peaked at $290K in Q4 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • EFG Asset Management (Americas) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 2,944 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $290K.
  • EFG Asset Management (Americas) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s iShares 0-5 Year TIPS Bond ETF position peaked at $290K in Q4 2023.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2024, filed 22 Apr 2024.