Loomis, Sayles & Company
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Loomis, Sayles & Company’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Loomis, Sayles & Company’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
Q2 		– Sell
-1,931
Closed -$192K – 1065
2023
Q1 		$192K Sell
1,931
-18,880
-91% -$1.85M ﹤0.01% 516
2022
Q4 		$2.02M Buy
+20,811
New +$2.02M ﹤0.01% 418

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Loomis, Sayles & Company's STIP Position: Q2 2023 in Review

Loomis, Sayles & Company sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 1,931 shares — an estimated $192K sold.

Loomis, Sayles & Company first reported a position in STIP in Q4 2022 and held it in 2 quarters. The position peaked at $2.02M in Q4 2022. 608 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • Loomis, Sayles & Company reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,931 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $192K.
  • Loomis, Sayles & Company first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 2 quarters.
  • Loomis, Sayles & Company's iShares 0-5 Year TIPS Bond ETF position peaked at $2.02M in Q4 2022.
  • 608 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Loomis, Sayles & Company's 13F filing for Q2 2023, filed 11 Aug 2023.