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Fortitude Advisory Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Fortitude Advisory 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
Q2 		– Sell
-1,389
Closed -$146K – 1142
2022
Q1 		$146K Buy
1,389
+255
+22% +$26.9K 0.08% 266
2021
Q4 		$120K Buy
+1,134
New +$120K 0.06% 307

Other funds holding STIP

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Fortitude Advisory Group's STIP Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2022, closing a stake of 1,389 shares — an estimated $146K sold.

Fortitude Advisory Group first reported a position in STIP in Q4 2021 and held it in 2 quarters. The position peaked at $146K in Q1 2022. 610 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,389 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022, an estimated $146K.
  • Fortitude Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $146K in Q1 2022.
  • 610 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.