Financial Architects (New Jersey)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Financial Architects (New Jersey)’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 Q2	$201K	Sell	2,058 -1,045	-34%	-$103K	0.03%	311
2023 Q1	$308K	Sell	3,103 -4,348	-58%	-$425K	0.05%	255
2022 Q4	$722K	Sell	7,451 -2,612	-26%	-$254K	0.12%	169
2022 Q3	$967K	Buy	+10,063	New	+$1.01M	0.17%	131
2022 Q2	–	Sell	-9,947	Closed	-$1.04M	–	252
2022 Q1	$1.04M	Buy	9,947 +946	+11%	+$99.6K	0.15%	139
2021 Q4	$953K	Buy	9,001 +2,883	+47%	+$305K	0.13%	154
2021 Q3	$646K	Buy	6,118 +3,452	+129%	+$366K	0.09%	175
2021 Q2	$283K	Buy	+2,666	New	+$283K	0.04%	280
2020 Q3	–	Sell	-211	Closed	-$22K	–	704
2020 Q2	$22K	Hold	211	–	–	0.01%	538
2020 Q1	$21K	Hold	211	–	–	0.01%	504
2019 Q4	$21K	Hold	211	–	–	﹤0.01%	572
2019 Q3	$21K	Hold	211	–	–	﹤0.01%	590
2019 Q2	$21K	Hold	211	–	–	﹤0.01%	706
2019 Q1	$21K	Hold	211	–	–	﹤0.01%	873
2018 Q4	$21K	Buy	211 +171	+428%	+$16.8K	﹤0.01%	792
2018 Q3	$4K	Hold	40	–	–	﹤0.01%	1264
2018 Q2	$4K	Hold	40	–	–	﹤0.01%	1150
2018 Q1	$4K	Buy	+40	New	+$3.99K	﹤0.01%	1268
2017 Q3	–	Sell	-74	Closed	-$7K	–	1594
2017 Q2	$7K	Hold	74	–	–	﹤0.01%	1221
2017 Q1	$8K	Buy	+74	New	+$7.48K	﹤0.01%	1191

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Architects (New Jersey)'s STIP Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 34% in Q2 2023, selling an estimated $103K and leaving 2,058 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #311.

Financial Architects (New Jersey) first reported a position in STIP in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.04M in Q1 2022. 608 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

Financial Architects (New Jersey) held 2,058 shares of iShares 0-5 Year TIPS Bond ETF worth $201K as of Q2 2023.
Financial Architects (New Jersey) sold 1,045 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $103K.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #311 holding.
Financial Architects (New Jersey) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and has held it in 20 quarters since.
Financial Architects (New Jersey)'s iShares 0-5 Year TIPS Bond ETF position peaked at $1.04M in Q1 2022.
608 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.