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Gofen & Glossberg’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Gofen & Glossberg’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
Q4 		$1.8M Buy
18,573
+14,339
+339% +$1.39M 0.05% 199
2022
Q3 		$407K Sell
4,234
-211
-5% -$21.1K 0.01% 357
2022
Q2 		$451K Buy
+4,445
New +$459K 0.01% 334

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gofen & Glossberg's STIP Position: Q4 2022 in Review

Gofen & Glossberg increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 339% in Q4 2022, buying an estimated $1.39M and bringing the position to 18,573 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #199.

Gofen & Glossberg first reported a position in STIP in Q2 2022 and has held it in 3 quarters since. 658 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

  • Gofen & Glossberg held 18,573 shares of iShares 0-5 Year TIPS Bond ETF worth $1.8M as of Q4 2022.
  • Gofen & Glossberg bought 14,339 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $1.39M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Gofen & Glossberg's portfolio in Q4 2022, its #199 holding.
  • Gofen & Glossberg first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 658 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.