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Evergreen Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Evergreen Capital Management’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
2023
Q1 		– Sell
-2,700
Closed -$262K – 756
2022
Q4 		$262K Buy
+2,700
New +$262K 0.01% 526

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Morgan Stanley
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TA
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Evergreen Capital Management's STIP Position: Q1 2023 in Review

Evergreen Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 2,700 shares — an estimated $262K sold.

Evergreen Capital Management first reported a position in STIP in Q4 2022 and held it in 1 quarter. The position peaked at $262K in Q4 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • Evergreen Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 2,700 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $262K.
  • Evergreen Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 1 quarter.
  • Evergreen Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $262K in Q4 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Evergreen Capital Management's 13F filing for Q1 2023, filed 15 May 2023.