First National Bank of Hutchinson’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

First National Bank of Hutchinson’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 Q4	–	Sell	-16,521	Closed	-$1.6M	–	103
2023 Q3	$1.6M	Hold	16,521	–	–	1.21%	15
2023 Q2	$1.61M	Buy	16,521 +306	+2%	+$30.1K	1.18%	15
2023 Q1	$1.61M	Sell	16,215 -250	-2%	-$24.4K	1.28%	13
2022 Q4	$1.6M	Sell	16,465 -460	-3%	-$44.7K	1.35%	12
2022 Q3	$1.63M	Sell	16,925 -12,318	-42%	-$1.23M	1.3%	13
2022 Q2	$2.97M	Buy	29,243 +1,580	+6%	+$163K	2.21%	7
2022 Q1	$2.9M	Buy	27,663 +102	+0.4%	+$10.7K	1.69%	10
2021 Q4	$2.92M	Buy	27,561 +9,833	+55%	+$1.04M	1.66%	8
2021 Q3	$1.87M	Buy	17,728 +3,551	+25%	+$377K	1.05%	15
2021 Q2	$1.51M	Buy	14,177 +5,407	+62%	+$574K	0.78%	19
2021 Q1	$927K	Buy	8,770 +1,443	+20%	+$152K	0.46%	26
2020 Q4	$769K	Buy	7,327 +379	+5%	+$39.3K	0.25%	35
2020 Q3	$723K	Buy	+6,948	New	+$719K	0.31%	30

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

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

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

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

First National Bank of Hutchinson's STIP Position: Q4 2023 in Review

First National Bank of Hutchinson sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 16,521 shares — an estimated $1.6M sold.

First National Bank of Hutchinson first reported a position in STIP in Q3 2020 and held it in 13 quarters. The position peaked at $2.97M in Q2 2022. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

First National Bank of Hutchinson reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
First National Bank of Hutchinson sold 16,521 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $1.6M.
First National Bank of Hutchinson first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and held it in 13 quarters.
First National Bank of Hutchinson's iShares 0-5 Year TIPS Bond ETF position peaked at $2.97M in Q2 2022.
607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on First National Bank of Hutchinson's 13F filing for Q4 2023, filed 25 Jan 2024.