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FPGK
Financial Partners Group (Kansas)’s
iShares 0-5 Year TIPS Bond ETF
STIP
Stock Holding History
Financial Partners Group (Kansas)’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
Q3
–
Sell
-2,462
Closed
-$240K
–
174
2023
Q2
$240K
Sell
2,462
-220
-8%
-$21.6K
0.05%
135
2023
Q1
$266K
Sell
2,682
-1,012
-27%
-$98.9K
0.06%
134
2022
Q4
$360K
Buy
+3,694
New
+$359K
0.08%
109
2022
Q2
–
Sell
-91,500
Closed
-$9.6M
–
164
2022
Q1
$9.6M
Buy
91,500
+45
+0%
+$4.74K
2.08%
14
2021
Q4
$9.61M
Buy
+91,455
New
+$9.69M
2.1%
17
2020
Q1
–
Sell
-3,118
Closed
-$315K
–
83
2019
Q4
$315K
Sell
3,118
-288
-8%
-$28.9K
0.12%
58
2019
Q3
$341K
Sell
3,406
-221
-6%
-$22.1K
0.15%
55
2019
Q2
$365K
Sell
3,627
-3,326
-48%
-$333K
0.17%
54
2019
Q1
$693K
Buy
6,953
+2,286
+49%
+$226K
0.37%
43
2018
Q4
$457K
Buy
+4,667
New
+$458K
0.3%
46
Other funds holding STIP
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
FGAM
Financial Gravity Asset Management
Lakeway, Texas
$562M AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
TA
Tiedemann Advisors
New York
$2.33B AUM
15.56%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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