First Heartland Consultants’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

First Heartland Consultants’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
2022 Q4	–	Sell	-11,655	Closed	-$1.12M	–	390
2022 Q3	$1.12M	Buy	+11,655	New	+$1.17M	0.1%	118
2021 Q2	–	Sell	-5,223	Closed	-$552K	–	428
2021 Q1	$552K	Hold	5,223	–	–	0.09%	187
2020 Q4	$545K	Buy	5,223 +47	+0.9%	+$4.87K	0.09%	158
2020 Q3	$539K	Sell	5,176 -35	-0.7%	-$3.62K	0.1%	146
2020 Q2	$534K	Buy	5,211 +58	+1%	+$5.88K	0.11%	150
2020 Q1	$515K	Buy	5,153 +4	+0.1%	+$402	0.13%	133
2019 Q4	$519K	Buy	5,149 +43	+0.8%	+$4.31K	0.1%	173
2019 Q3	$511K	Buy	5,106 +36	+0.7%	+$3.61K	0.11%	154
2019 Q2	$510K	Hold	5,070	–	–	0.12%	150
2019 Q1	$505K	Buy	5,070 +1,000	+25%	+$98.8K	0.14%	142
2018 Q4	$399K	Buy	+4,070	New	+$400K	0.15%	137

Other funds holding STIP

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

PCA

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

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

First Heartland Consultants's STIP Position: Q4 2022 in Review

First Heartland Consultants sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 11,655 shares — an estimated $1.12M sold.

First Heartland Consultants first reported a position in STIP in Q4 2018 and held it in 11 quarters. The position peaked at $1.12M in Q3 2022. 657 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

First Heartland Consultants reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
First Heartland Consultants sold 11,655 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $1.12M.
First Heartland Consultants first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 11 quarters.
First Heartland Consultants's iShares 0-5 Year TIPS Bond ETF position peaked at $1.12M in Q3 2022.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on First Heartland Consultants's 13F filing for Q4 2022, filed 13 Jan 2023.