KerberRose Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

KerberRose Wealth Management’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
2022 Q2	$2.5M	Buy	+24,679	New	+$2.55M	2.04%	13

Other funds holding STIP

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

LPL Financial San Diego, California $445B AUM 25.58% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

KerberRose Wealth Management's STIP Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2022: 24,679 shares worth $2.5M. The stake represents 2.04% of the portfolio and ranks #13 among its holdings.

610 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

KerberRose Wealth Management held 24,679 shares of iShares 0-5 Year TIPS Bond ETF worth $2.5M as of Q2 2022.
iShares 0-5 Year TIPS Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares 0-5 Year TIPS Bond ETF made up 2.04% of KerberRose Wealth Management's portfolio in Q2 2022, its #13 holding.
610 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.