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

Firestone 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
2021 Q4	–	Sell	-73	Closed	-$8K	–	404
2021 Q3	$8K	Hold	73	–	–	﹤0.01%	380
2021 Q2	$8K	Hold	73	–	–	﹤0.01%	372
2021 Q1	$8K	Hold	73	–	–	﹤0.01%	379
2020 Q4	$8K	Hold	73	–	–	﹤0.01%	377
2020 Q3	$8K	Hold	73	–	–	﹤0.01%	340
2020 Q2	$7K	Sell	73 -1	-1%	-$101	﹤0.01%	351
2020 Q1	$7K	Hold	74	–	–	﹤0.01%	342
2019 Q4	$7K	Buy	+74	New	+$7.42K	﹤0.01%	364

Other funds holding STIP

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Firestone Capital Management's STIP Position: Q4 2021 in Review

Firestone Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2021, closing a stake of 73 shares — an estimated $8K sold.

Firestone Capital Management first reported a position in STIP in Q4 2019 and held it in 8 quarters. The position peaked at $8K in Q3 2021. 489 funds tracked by Wall St. Rank hold STIP as of Q4 2021.

Firestone Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 73 iShares 0-5 Year TIPS Bond ETF shares in Q4 2021, an estimated $8K.
Firestone Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $8K in Q3 2021.
489 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.