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GYL Financial Synergies’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

GYL Financial Synergies’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
-75,797
Closed -$7.52M – 354
2023
Q1 		$7.52M Sell
75,797
-3,860
-5% -$377K 0.9% 34
2022
Q4 		$7.72M Sell
79,657
-31,781
-29% -$3.09M 1.67% 18
2022
Q3 		$10.7M Sell
111,438
-1,787
-2% -$179K 2.92% 6
2022
Q2 		$11.5M Buy
113,225
+128
+0.1% +$13.2K 3.14% 6
2022
Q1 		$11.9M Sell
113,097
-3,583
-3% -$377K 2.84% 7
2021
Q4 		$12.4M Buy
116,680
+114,574
+5,440% +$12.1M 3.34% 7
2021
Q3 		$222K Buy
+2,106
New +$223K 0.11% 172

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GYL Financial Synergies's STIP Position: Q2 2023 in Review

GYL Financial Synergies sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 75,797 shares — an estimated $7.52M sold.

GYL Financial Synergies first reported a position in STIP in Q3 2021 and held it in 7 quarters. The position peaked at $12.4M in Q4 2021. 608 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • GYL Financial Synergies reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • GYL Financial Synergies sold 75,797 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $7.52M.
  • GYL Financial Synergies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 7 quarters.
  • GYL Financial Synergies's iShares 0-5 Year TIPS Bond ETF position peaked at $12.4M in Q4 2021.
  • 608 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on GYL Financial Synergies's 13F filing for Q2 2023, filed 14 Aug 2023.