JBA
STIP icon

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return