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Ford Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ford Financial Group’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
Q3 		– Sell
-3,497
Closed -$354K – 134
2022
Q2 		$354K Buy
3,497
+73
+2% +$7.54K 0.14% 82
2022
Q1 		$359K Buy
3,424
+6
+0.2% +$632 0.14% 79
2021
Q4 		$361K Buy
3,418
+1,197
+54% +$127K 0.07% 68
2021
Q3 		$234K Buy
2,221
+74
+3% +$7.85K 0.09% 86
2021
Q2 		$228K Buy
+2,147
New +$228K 0.09% 89

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ford Financial Group's STIP Position: Q3 2022 in Review

Ford Financial Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 3,497 shares — an estimated $354K sold.

Ford Financial Group first reported a position in STIP in Q2 2021 and held it in 5 quarters. The position peaked at $361K in Q4 2021. 627 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • Ford Financial Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Ford Financial Group sold 3,497 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $354K.
  • Ford Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 5 quarters.
  • Ford Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $361K in Q4 2021.
  • 627 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Ford Financial Group's 13F filing for Q3 2022, filed 11 Oct 2022.