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

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
2022 Q3	–	Sell	-3,671	Closed	-$372K	–	259
2022 Q2	$372K	Sell	3,671 -41	-1%	-$4.23K	0.18%	101
2022 Q1	$389K	Buy	3,712 +15	+0.4%	+$1.58K	0.16%	108
2021 Q4	$391K	Sell	3,697 -427	-10%	-$45.2K	0.16%	111
2021 Q3	$436K	Sell	4,124 -1,429	-26%	-$152K	0.2%	96
2021 Q2	$590K	Buy	5,553 +40	+0.7%	+$4.25K	0.27%	78
2021 Q1	$583K	Sell	5,513 -593	-10%	-$62.4K	0.28%	73
2020 Q4	$638K	Sell	6,106 -672	-10%	-$69.7K	0.34%	65
2020 Q3	$705K	Sell	6,778 -19,351	-74%	-$2M	0.42%	60
2020 Q2	$2.67M	Sell	26,129 -1,255	-5%	-$127K	1.57%	15
2020 Q1	$2.74M	Buy	27,384 +1,300	+5%	+$131K	1.97%	12
2019 Q4	$2.63M	Buy	26,084 +6,800	+35%	+$682K	1.77%	14
2019 Q3	$1.93M	Buy	19,284 +12,275	+175%	+$1.23M	1.41%	20
2019 Q2	$705K	Buy	7,009 +2,382	+51%	+$238K	0.51%	56
2019 Q1	$461K	Buy	+4,627	New	+$457K	0.33%	74

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Investment Partners's STIP Position: Q3 2022 in Review

Investment Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 3,671 shares — an estimated $372K sold.

Investment Partners first reported a position in STIP in Q1 2019 and held it in 14 quarters. The position peaked at $2.74M in Q1 2020. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

Investment Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
Investment Partners sold 3,671 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $372K.
Investment Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and held it in 14 quarters.
Investment Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $2.74M in Q1 2020.
629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Investment Partners's 13F filing for Q3 2022, filed 21 Oct 2022.