Koshinski Asset Management
STIP icon

Koshinski Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Koshinski Asset 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
2023
Q4 		– Sell
-8,293
Closed -$804K – 631
2023
Q3 		$804K Sell
8,293
-24
-0.3% -$2.33K 0.09% 225
2023
Q2 		$812K Buy
+8,317
New +$818K 0.09% 241
2023
Q1 		– Sell
-11,957
Closed -$1.16M – 628
2022
Q4 		$1.16M Sell
11,957
-15
-0.1% -$1.46K 0.11% 199
2022
Q3 		$1.15M Buy
11,972
+3,423
+40% +$343K 0.14% 177
2022
Q2 		$867K Sell
8,549
-2,462
-22% -$254K 0.09% 257
2022
Q1 		$1.16M Buy
11,011
+9,263
+530% +$975K 0.09% 230
2021
Q4 		$185K Buy
1,748
+16
+0.9% +$1.7K 0.01% 647
2021
Q3 		$183K Buy
+1,732
New +$184K 0.02% 639

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Koshinski Asset Management's STIP Position: Q4 2023 in Review

Koshinski Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 8,293 shares — an estimated $804K sold.

Koshinski Asset Management first reported a position in STIP in Q3 2021 and held it in 8 quarters. The position peaked at $1.16M in Q4 2022. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • Koshinski Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 8,293 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $804K.
  • Koshinski Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 8 quarters.
  • Koshinski Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.16M in Q4 2022.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Koshinski Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.