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Keystone Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Keystone Wealth Partners’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
Q1 		$17.4M Buy
165,694
+20,087
+14% +$2.12M 8.12% 6
2021
Q4 		$15.4M Buy
145,607
+6,224
+4% +$660K 6.81% 8
2021
Q3 		$14.7M Buy
139,383
+8,812
+7% +$935K 8.11% 7
2021
Q2 		$13.9M Buy
130,571
+1,394
+1% +$148K 8.28% 7
2021
Q1 		$13.7M Buy
129,177
+24,882
+24% +$2.62M 9.19% 5
2020
Q4 		$10.9M Buy
+104,295
New +$10.8M 8.65% 7

Other funds holding STIP

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Keystone Wealth Partners's STIP Position: Q1 2022 in Review

Keystone Wealth Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 14% in Q1 2022, buying an estimated $2.12M and bringing the position to 165,694 shares worth $17.4M. The position accounts for 8.12% of the portfolio, ranked #6.

Keystone Wealth Partners first reported a position in STIP in Q4 2020 and has held it in 6 quarters since. 551 funds tracked by Wall St. Rank hold STIP as of Q1 2022.

  • Keystone Wealth Partners held 165,694 shares of iShares 0-5 Year TIPS Bond ETF worth $17.4M as of Q1 2022.
  • Keystone Wealth Partners bought 20,087 iShares 0-5 Year TIPS Bond ETF shares in Q1 2022, an estimated $2.12M.
  • iShares 0-5 Year TIPS Bond ETF made up 8.12% of Keystone Wealth Partners's portfolio in Q1 2022, its #6 holding.
  • Keystone Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and has held it in 6 quarters since.
  • 551 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.