First Command Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

First Command Financial Services’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	$47.8M	Buy	489,820 +4,117	+0.8%	+$405K	4.5%	9
2023 Q1	$48.2M	Buy	485,703 +8,639	+2%	+$844K	4.93%	6
2022 Q4	$46.3M	Buy	477,064 +2,954	+0.6%	+$287K	5.87%	6
2022 Q3	$45.6M	Buy	474,110 +1,664	+0.4%	+$167K	6.62%	6
2022 Q2	$47.9M	Buy	472,446 +16,640	+4%	+$1.72M	6.98%	5
2022 Q1	$47.8M	Buy	455,806 +18,548	+4%	+$1.95M	6.56%	5
2021 Q4	$46.3M	Buy	437,258 +28,141	+7%	+$2.98M	6.8%	5
2021 Q3	$43.2M	Buy	409,117 +249,616	+156%	+$26.5M	7.42%	5
2021 Q2	$17M	Buy	+159,501	New	+$16.9M	1.9%	9

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Command Financial Services's STIP Position: Q2 2023 in Review

First Command Financial Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.85% in Q2 2023, buying an estimated $405K and bringing the position to 489,820 shares worth $47.8M. The position accounts for 4.5% of the portfolio, ranked #9.

First Command Financial Services first reported a position in STIP in Q2 2021 and has held it in 9 quarters since. The position peaked at $48.2M in Q1 2023. 609 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

First Command Financial Services held 489,820 shares of iShares 0-5 Year TIPS Bond ETF worth $47.8M as of Q2 2023.
First Command Financial Services bought 4,117 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $405K.
iShares 0-5 Year TIPS Bond ETF made up 4.5% of First Command Financial Services's portfolio in Q2 2023, its #9 holding.
First Command Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 9 quarters since.
First Command Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $48.2M in Q1 2023.
609 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.