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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

JNBA Financial Advisors's STIP Position: Q1 2023 in Review

JNBA Financial Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 156 shares — an estimated $15.1K sold.

JNBA Financial Advisors first reported a position in STIP in Q4 2018 and held it in 17 quarters. The position peaked at $17K in Q4 2021. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

JNBA Financial Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
JNBA Financial Advisors sold 156 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $15.1K.
JNBA Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 17 quarters.
JNBA Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $17K in Q4 2021.
611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on JNBA Financial Advisors's 13F filing for Q1 2023, filed 2 May 2023.