Fure Financial Corporation’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Fure Financial Corporation’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	$6.07M	Sell	63,158 -13,236	-17%	-$1.33M	4.97%	5
2022 Q2	$7.75M	Sell	76,394 -37,370	-33%	-$3.86M	4.58%	10
2022 Q1	$11.9M	Buy	113,764 +105,458	+1,270%	+$11.1M	6.68%	5
2021 Q4	$879K	Buy	8,306 +8,291	+55,273%	+$879K	0.61%	24
2021 Q3	$1K	Buy	+15	New	+$1.59K	﹤0.01%	45
2021 Q2	–	Sell	-140	Closed	-$14K	–	74
2021 Q1	$14K	Buy	+140	New	+$14.7K	0.01%	58

Other funds holding STIP

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Fure Financial Corporation's STIP Position: Q3 2022 in Review

Fure Financial Corporation reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 17% in Q3 2022, selling an estimated $1.33M and leaving 63,158 shares worth $6.07M. The position accounts for 4.97% of the portfolio, ranked #5.

Fure Financial Corporation first reported a position in STIP in Q1 2021 and has held it in 6 quarters since. The position peaked at $11.9M in Q1 2022. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

Fure Financial Corporation held 63,158 shares of iShares 0-5 Year TIPS Bond ETF worth $6.07M as of Q3 2022.
Fure Financial Corporation sold 13,236 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $1.33M.
iShares 0-5 Year TIPS Bond ETF made up 4.97% of Fure Financial Corporation's portfolio in Q3 2022, its #5 holding.
Fure Financial Corporation first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 6 quarters since.
Fure Financial Corporation's iShares 0-5 Year TIPS Bond ETF position peaked at $11.9M in Q1 2022.
629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Fure Financial Corporation's 13F filing for Q3 2022, filed 9 Nov 2022.