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JFA
JNBA Financial Advisors’s
iShares 0-5 Year TIPS Bond ETF
STIP
Stock Holding History
JNBA 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
2023
Q1
–
Sell
-156
Closed
-$15.1K
–
736
2022
Q4
$15.1K
Hold
156
–
–
﹤0.01%
404
2022
Q3
$15K
Hold
156
–
–
﹤0.01%
416
2022
Q2
$16K
Hold
156
–
–
﹤0.01%
433
2022
Q1
$16K
Hold
156
–
–
﹤0.01%
441
2021
Q4
$17K
Hold
156
–
–
﹤0.01%
452
2021
Q3
$16K
Hold
156
–
–
﹤0.01%
455
2021
Q2
$17K
Hold
156
–
–
﹤0.01%
424
2021
Q1
$16K
Hold
156
–
–
﹤0.01%
416
2020
Q4
$16K
Hold
156
–
–
﹤0.01%
392
2020
Q3
$16K
Hold
156
–
–
﹤0.01%
370
2020
Q2
$16K
Hold
156
–
–
﹤0.01%
361
2020
Q1
$16K
Hold
156
–
–
﹤0.01%
336
2019
Q4
$16K
Hold
156
–
–
﹤0.01%
379
2019
Q3
$16K
Hold
156
–
–
﹤0.01%
365
2019
Q2
$16K
Hold
156
–
–
﹤0.01%
383
2019
Q1
$16K
Hold
156
–
–
﹤0.01%
353
2018
Q4
$15K
Buy
+156
New
+$15.3K
﹤0.01%
334
Other funds holding STIP
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
TA
Tiedemann Advisors
New York
$2.33B AUM
15.56%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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