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Financial Management Concepts’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Financial Management Concepts’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
2021
Q4 		$5.17M Buy
48,776
+7,144
+17% +$757K 3.77% 10
2021
Q3 		$4.4M Buy
41,632
+3,243
+8% +$344K 3.51% 9
2021
Q2 		$4.11M Buy
+38,389
New +$4.08M 3.34% 9

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Management Concepts's STIP Position: Q4 2021 in Review

Financial Management Concepts increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 17% in Q4 2021, buying an estimated $757K and bringing the position to 48,776 shares worth $5.17M. The position accounts for 3.77% of the portfolio, ranked #10.

Financial Management Concepts first reported a position in STIP in Q2 2021 and has held it in 3 quarters since. 491 funds tracked by Wall St. Rank hold STIP as of Q4 2021.

  • Financial Management Concepts held 48,776 shares of iShares 0-5 Year TIPS Bond ETF worth $5.17M as of Q4 2021.
  • Financial Management Concepts bought 7,144 iShares 0-5 Year TIPS Bond ETF shares in Q4 2021, an estimated $757K.
  • iShares 0-5 Year TIPS Bond ETF made up 3.77% of Financial Management Concepts's portfolio in Q4 2021, its #10 holding.
  • Financial Management Concepts first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • 491 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.