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Kowal Investment Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kowal Investment 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
2022
Q3 		– Sell
-4,624
Closed -$469K – 154
2022
Q2 		$469K Buy
4,624
+682
+17% +$70.4K 0.15% 65
2022
Q1 		$414K Buy
+3,942
New +$415K 0.13% 74
2021
Q4 		– Sell
-1
Closed – – 826
2021
Q3 		$0 Buy
+1
New +$106 ﹤0.01% 1008

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kowal Investment Group's STIP Position: Q3 2022 in Review

Kowal Investment Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 4,624 shares — an estimated $469K sold.

Kowal Investment Group first reported a position in STIP in Q3 2021 and held it in 3 quarters. The position peaked at $469K in Q2 2022. 627 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • Kowal Investment Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Kowal Investment Group sold 4,624 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $469K.
  • Kowal Investment Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 3 quarters.
  • Kowal Investment Group's iShares 0-5 Year TIPS Bond ETF position peaked at $469K in Q2 2022.
  • 627 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Kowal Investment Group's 13F filing for Q3 2022, filed 9 Nov 2022.