Harrell Investment Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Harrell Investment Partners’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
2020 Q4	–	Sell	-32,037	Closed	-$3.33M	–	89
2020 Q3	$3.33M	Buy	32,037 +5,502	+21%	+$569K	1.45%	27
2020 Q2	$2.72M	Buy	26,535 +2,305	+10%	+$234K	1.38%	32
2020 Q1	$2.42M	Sell	24,230 -5,028	-17%	-$505K	1.32%	31
2019 Q4	$2.95M	Buy	+29,258	New	+$2.93M	1.34%	25

Other funds holding STIP

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

PCA

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Harrell Investment Partners's STIP Position: Q4 2020 in Review

Harrell Investment Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2020, closing a stake of 32,037 shares — an estimated $3.33M sold.

Harrell Investment Partners first reported a position in STIP in Q4 2019 and held it in 4 quarters. The position peaked at $3.33M in Q3 2020. 271 funds tracked by Wall St. Rank hold STIP as of Q4 2020.

Harrell Investment Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
Harrell Investment Partners sold 32,037 iShares 0-5 Year TIPS Bond ETF shares in Q4 2020, an estimated $3.33M.
Harrell Investment Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 4 quarters.
Harrell Investment Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $3.33M in Q3 2020.
271 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2020.

Based on Harrell Investment Partners's 13F filing for Q4 2020, filed 16 Feb 2021.