Formidable Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Formidable Asset Management’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 Q3	–	Sell	-2,196	Closed	-$234K	–	385
2021 Q2	$234K	Buy	+2,196	New	+$233K	0.05%	270
2019 Q1	–	Sell	-17,229	Closed	-$1.69M	–	242
2018 Q4	$1.69M	Buy	17,229 +491	+3%	+$48.2K	0.89%	25
2018 Q3	$1.65M	Buy	16,738 +2,471	+17%	+$245K	0.65%	33
2018 Q2	$1.42M	Buy	+14,267	New	+$1.42M	0.61%	38

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

3AM

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

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

DWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Formidable Asset Management's STIP Position: Q3 2021 in Review

Formidable Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2021, closing a stake of 2,196 shares — an estimated $234K sold.

Formidable Asset Management first reported a position in STIP in Q2 2018 and held it in 4 quarters. The position peaked at $1.69M in Q4 2018. 391 funds tracked by Wall St. Rank hold STIP as of Q3 2021.

Formidable Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2021 after selling out during the quarter.
Formidable Asset Management sold 2,196 iShares 0-5 Year TIPS Bond ETF shares in Q3 2021, an estimated $234K.
Formidable Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and held it in 4 quarters.
Formidable Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.69M in Q4 2018.
391 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2021.

Based on Formidable Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.