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

Johnson Midwest 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
2023
Q1 		– Sell
-58,263
Closed -$5.65M – 402
2022
Q4 		$5.65M Buy
58,263
+52,437
+900% +$5.09M 20.68% 1
2022
Q3 		$5.63K Sell
5,826
-53,854
-90% -$5.39M 21.48% 1
2022
Q2 		$6.05M Buy
+59,680
New +$6.16M 8.14% 4

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 $432B 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 $5.72T 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 $530B AUM 22.01% 1-Year Est. Return

Johnson Midwest Financial's STIP Position: Q1 2023 in Review

Johnson Midwest Financial sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 58,263 shares — an estimated $5.65M sold.

Johnson Midwest Financial first reported a position in STIP in Q2 2022 and held it in 3 quarters. The position peaked at $6.05M in Q2 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • Johnson Midwest Financial reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Johnson Midwest Financial sold 58,263 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $5.65M.
  • Johnson Midwest Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 3 quarters.
  • Johnson Midwest Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $6.05M in Q2 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Johnson Midwest Financial's 13F filing for Q1 2023, filed 19 Apr 2023.