Lindbrook Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lindbrook Capital’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
2020 Q4	–	Sell	-221	Closed	-$23K	–	1873
2020 Q3	$23K	Buy	+221	New	+$22.9K	0.01%	575

Other funds holding STIP

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lindbrook Capital's STIP Position: Q4 2020 in Review

Lindbrook Capital sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2020, closing a stake of 221 shares — an estimated $23K sold.

Lindbrook Capital first reported a position in STIP in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 271 funds tracked by Wall St. Rank hold STIP as of Q4 2020.

Lindbrook Capital reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
Lindbrook Capital sold 221 iShares 0-5 Year TIPS Bond ETF shares in Q4 2020, an estimated $23K.
Lindbrook Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and held it in 1 quarter.
Lindbrook Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $23K in Q3 2020.
271 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2020.

Based on Lindbrook Capital's 13F filing for Q4 2020, filed 27 Jan 2021.