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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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
NG
Norden Group
Provo, Utah
$1.04B AUM
23.49%
1-Year Est. Return
FGAM
Financial Gravity Asset Management
Lakeway, Texas
$562M AUM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
RWM
Ritholtz Wealth Management
New York
$5.76B AUM
24.57%
1-Year Est. Return
MWM
Modera Wealth Management
Westwood, New Jersey
$8.34B AUM
19.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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