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

First Manhattan’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 Q2	–	Sell	-380	Closed	-$40K	–	1621
2021 Q1	$40K	Hold	380	–	–	﹤0.01%	1002
2020 Q4	$39K	Hold	380	–	–	﹤0.01%	947
2020 Q3	$39K	Hold	380	–	–	﹤0.01%	920
2020 Q2	$38K	Hold	380	–	–	﹤0.01%	927
2020 Q1	$37K	Hold	380	–	–	﹤0.01%	909
2019 Q4	$38K	Hold	380	–	–	﹤0.01%	944
2019 Q3	$38K	Buy	380 +1	+0.3%	+$100	﹤0.01%	947
2019 Q2	$38K	Sell	379 -1	-0.3%	-$100	﹤0.01%	976
2019 Q1	$37K	Hold	380	–	–	﹤0.01%	1004
2018 Q4	$37K	Buy	+380	New	+$37.3K	﹤0.01%	976

Other funds holding STIP

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

3AM

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

First Manhattan's STIP Position: Q2 2021 in Review

First Manhattan sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2021, closing a stake of 380 shares — an estimated $40K sold.

First Manhattan first reported a position in STIP in Q4 2018 and held it in 10 quarters. The position peaked at $40K in Q1 2021. 368 funds tracked by Wall St. Rank hold STIP as of Q2 2021.

First Manhattan reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2021 after selling out during the quarter.
First Manhattan sold 380 iShares 0-5 Year TIPS Bond ETF shares in Q2 2021, an estimated $40K.
First Manhattan first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 10 quarters.
First Manhattan's iShares 0-5 Year TIPS Bond ETF position peaked at $40K in Q1 2021.
368 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2021.

Based on First Manhattan's 13F filing for Q2 2021, filed 16 Aug 2021.