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

Ironwood Financial’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
2021 Q4	–	Sell	-82	Closed	-$9K	–	481
2021 Q3	$9K	Hold	82	–	–	﹤0.01%	380
2021 Q2	$9K	Hold	82	–	–	﹤0.01%	380
2021 Q1	$9K	Hold	82	–	–	﹤0.01%	350
2020 Q4	$9K	Sell	82 -65	-44%	-$6.74K	﹤0.01%	332
2020 Q3	$15K	Sell	147 -105	-42%	-$10.9K	0.01%	227
2020 Q2	$26K	Sell	252 -256	-50%	-$26K	0.01%	159
2020 Q1	$51K	Sell	508 -38	-7%	-$3.82K	0.03%	84
2019 Q4	$55K	Sell	546 -167	-23%	-$16.8K	0.03%	104
2019 Q3	$71K	Sell	713 -4	-0.6%	-$401	0.03%	90
2019 Q2	$72K	Hold	717	–	–	0.04%	89
2019 Q1	$71K	Sell	717 -105	-13%	-$10.4K	0.04%	89
2018 Q4	$81K	Sell	822 -251	-23%	-$24.6K	0.05%	78
2018 Q3	$106K	Sell	1,073 -486	-31%	-$48.1K	0.06%	72
2018 Q2	$155K	Sell	1,559 -147	-9%	-$14.6K	0.09%	52
2018 Q1	$171K	Sell	1,706 -1,210	-41%	-$121K	0.19%	36
2017 Q4	$291K	Sell	2,916 -40	-1%	-$4.01K	0.18%	40
2017 Q3	$297K	Hold	2,956	–	–	0.18%	40
2017 Q2	$297K	Sell	2,956 -479	-14%	-$48.3K	0.19%	37
2017 Q1	$348K	Sell	3,435 -2,916	-46%	-$295K	0.23%	36
2016 Q4	$640K	Sell	6,351 -847	-12%	-$85.3K	0.45%	29
2016 Q3	$728K	Sell	7,198 -946	-12%	-$95.5K	0.52%	28
2016 Q2	$827K	Sell	8,144 -1,149	-12%	-$116K	0.62%	27
2016 Q1	$936K	Buy	+9,293	New	+$924K	0.72%	28
2015 Q3	$1.88M	Sell	18,937 -1,569	-8%	-$156K	0.92%	27
2015 Q2	$2.05M	Sell	20,506 -4,777	-19%	-$477K	0.97%	27
2015 Q1	$2.51M	Sell	25,283 -1,527	-6%	-$152K	1.21%	22
2014 Q4	$2.66M	Buy	+26,810	New	+$2.69M	1.46%	19

Other funds holding STIP

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

PCA

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

3AM

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

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

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

RJFSA

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

Ironwood Financial's STIP Position: Q4 2021 in Review

Ironwood Financial sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2021, closing a stake of 82 shares — an estimated $9K sold.

Ironwood Financial first reported a position in STIP in Q4 2014 and held it in 27 quarters. The position peaked at $2.66M in Q4 2014. 489 funds tracked by Wall St. Rank hold STIP as of Q4 2021.

Ironwood Financial reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 82 iShares 0-5 Year TIPS Bond ETF shares in Q4 2021, an estimated $9K.
Ironwood Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $2.66M in Q4 2014.
489 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.