Guidance Point Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Guidance Point Advisors’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
2023 Q2	–	Sell	-2,696	Closed	-$268K	–	79
2023 Q1	$268K	Sell	2,696 -736	-21%	-$71.9K	0.11%	65
2022 Q4	$333K	Sell	3,432 -36,574	-91%	-$3.55M	0.14%	60
2022 Q3	$3.85M	Sell	40,006 -4,256	-10%	-$426K	1.75%	13
2022 Q2	$4.49M	Buy	44,262 +9,829	+29%	+$1.01M	1.94%	10
2022 Q1	$3.72M	Buy	34,433 +9,423	+38%	+$992K	1.41%	17
2021 Q4	$2.65M	Buy	25,010 +10,423	+71%	+$1.1M	0.96%	22
2021 Q3	$1.54M	Buy	14,587 +4,365	+43%	+$463K	0.56%	29
2021 Q2	$1.09M	Buy	10,222 +4,442	+77%	+$472K	0.42%	34
2021 Q1	$611K	Hold	5,780	–	–	0.25%	50
2020 Q4	$603K	Sell	5,780 -46	-0.8%	-$4.77K	0.28%	48
2020 Q3	$606K	Buy	5,826 +3,851	+195%	+$398K	0.33%	42
2020 Q2	$202K	Buy	+1,975	New	+$200K	0.11%	72
2019 Q1	–	Sell	-11,938	Closed	-$1.17M	–	64
2018 Q4	$1.17M	Buy	+11,938	New	+$1.17M	0.76%	27

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Guidance Point Advisors's STIP Position: Q2 2023 in Review

Guidance Point Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 2,696 shares — an estimated $268K sold.

Guidance Point Advisors first reported a position in STIP in Q4 2018 and held it in 13 quarters. The position peaked at $4.49M in Q2 2022. 608 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

Guidance Point Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
Guidance Point Advisors sold 2,696 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $268K.
Guidance Point Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 13 quarters.
Guidance Point Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $4.49M in Q2 2022.
608 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Guidance Point Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.