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Kerntke Otto McGlone Wealth Management Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
-1,400
Closed -$136K – 117
2022
Q4 		$136K Buy
+1,400
New +$136K 0.16% 69

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's STIP Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 1,400 shares — an estimated $136K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in STIP in Q4 2022 and held it in 1 quarter. The position peaked at $136K in Q4 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 1,400 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $136K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's iShares 0-5 Year TIPS Bond ETF position peaked at $136K in Q4 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.