HC Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

HC Financial 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
2022 Q2	$256K	Hold	2,527	–	–	0.17%	73
2022 Q1	$265K	Hold	2,527	–	–	0.16%	74
2021 Q4	$268K	Hold	2,527	–	–	0.15%	73
2021 Q3	$267K	Hold	2,527	–	–	0.16%	72
2021 Q2	$269K	Hold	2,527	–	–	0.16%	72
2021 Q1	$267K	Hold	2,527	–	–	0.16%	69
2020 Q4	$264K	Hold	2,527	–	–	0.17%	68
2020 Q3	$263K	Buy	+2,527	New	+$261K	0.19%	68

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

HC Financial Advisors's STIP Position: Q2 2022 in Review

HC Financial Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2022 at 2,527 shares worth $256K. The position accounts for 0.17% of the portfolio, ranked #73.

HC Financial Advisors first reported a position in STIP in Q3 2020 and has held it in 8 quarters since. The position peaked at $269K in Q2 2021. 611 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

HC Financial Advisors held 2,527 shares of iShares 0-5 Year TIPS Bond ETF worth $256K as of Q2 2022.
HC Financial Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2022.
iShares 0-5 Year TIPS Bond ETF made up 0.17% of HC Financial Advisors's portfolio in Q2 2022, its #73 holding.
HC Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and has held it in 8 quarters since.
HC Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $269K in Q2 2021.
611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.