Institutional & Family Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Institutional & Family Asset Management’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	–	Sell	-18,853	Closed	-$1.98M	–	789
2022 Q1	$1.98M	Buy	18,853 +1,206	+7%	+$127K	0.31%	72
2021 Q4	$1.87M	Sell	17,647 -1,566	-8%	-$166K	0.29%	77
2021 Q3	$2.03M	Buy	19,213 +591	+3%	+$62.7K	0.32%	73
2021 Q2	$1.98M	Buy	18,622 +9,797	+111%	+$1.04M	0.33%	74
2021 Q1	$933K	Hold	8,825	–	–	0.18%	90
2020 Q4	$922K	Buy	+8,825	New	+$915K	0.19%	91

Other funds holding STIP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

PCA

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

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

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

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

3AM

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

Institutional & Family Asset Management's STIP Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2022, closing a stake of 18,853 shares — an estimated $1.98M sold.

Institutional & Family Asset Management first reported a position in STIP in Q4 2020 and held it in 6 quarters. The position peaked at $2.03M in Q3 2021. 610 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

Institutional & Family Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 18,853 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022, an estimated $1.98M.
Institutional & Family Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and held it in 6 quarters.
Institutional & Family Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.03M in Q3 2021.
610 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.