Kings Point Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kings Point Capital 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 Q1	$67K	Sell	641 -49	-7%	-$5.16K	0.01%	321
2021 Q4	$73K	Buy	690 +287	+71%	+$30.4K	0.01%	338
2021 Q3	$43K	Hold	403	–	–	﹤0.01%	377
2021 Q2	$43K	Hold	403	–	–	﹤0.01%	367
2021 Q1	$43K	Hold	403	–	–	﹤0.01%	354
2020 Q4	$42K	Hold	403	–	–	﹤0.01%	337
2020 Q3	$42K	Buy	+403	New	+$41.7K	0.01%	330

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

3AM

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

Kings Point Capital Management's STIP Position: Q1 2022 in Review

Kings Point Capital Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.1% in Q1 2022, selling an estimated $5.16K and leaving 641 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #321.

Kings Point Capital Management first reported a position in STIP in Q3 2020 and has held it in 7 quarters since. The position peaked at $73K in Q4 2021. 551 funds tracked by Wall St. Rank hold STIP as of Q1 2022.

Kings Point Capital Management held 641 shares of iShares 0-5 Year TIPS Bond ETF worth $67K as of Q1 2022.
Kings Point Capital Management sold 49 iShares 0-5 Year TIPS Bond ETF shares in Q1 2022, an estimated $5.16K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #321 holding.
Kings Point Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and has held it in 7 quarters since.
Kings Point Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $73K in Q4 2021.
551 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.