Johnson Bixby & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Johnson Bixby & Associates’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	-2,439	Closed	-$236K	–	100
2022 Q4	$236K	Sell	2,439 -1,695	-41%	-$165K	0.06%	90
2022 Q3	$397K	Sell	4,134 -608	-13%	-$60.9K	0.1%	61
2022 Q2	$481K	Sell	4,742 -25,092	-84%	-$2.59M	0.12%	58
2022 Q1	$3.13M	Sell	29,834 -18,694	-39%	-$1.97M	0.81%	22
2021 Q4	$5.14M	Buy	48,528 +4,817	+11%	+$510K	1.36%	18
2021 Q3	$4.62M	Buy	43,711 +2,627	+6%	+$279K	1.34%	19
2021 Q2	$4.36M	Buy	41,084 +5,378	+15%	+$571K	1.26%	19
2021 Q1	$3.77M	Buy	35,706 +9,514	+36%	+$1M	1.19%	19
2020 Q4	$2.73M	Buy	+26,192	New	+$2.72M	0.9%	20

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

Johnson Bixby & Associates's STIP Position: Q1 2023 in Review

Johnson Bixby & Associates sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 2,439 shares — an estimated $236K sold.

Johnson Bixby & Associates first reported a position in STIP in Q4 2020 and held it in 9 quarters. The position peaked at $5.14M in Q4 2021. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

Johnson Bixby & Associates reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
Johnson Bixby & Associates sold 2,439 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $236K.
Johnson Bixby & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and held it in 9 quarters.
Johnson Bixby & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $5.14M in Q4 2021.
611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Johnson Bixby & Associates's 13F filing for Q1 2023, filed 20 Apr 2023.