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MACRO Consulting Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

MACRO Consulting 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
2021
Q2 		$6.45M Buy
60,654
+3,181
+6% +$338K 3.32% 6
2021
Q1 		$6.08M Buy
+57,473
New +$6.05M 3.28% 6

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

MACRO Consulting Group's STIP Position: Q2 2021 in Review

MACRO Consulting Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.5% in Q2 2021, buying an estimated $338K and bringing the position to 60,654 shares worth $6.45M. The position accounts for 3.32% of the portfolio, ranked #6.

MACRO Consulting Group first reported a position in STIP in Q1 2021 and has held it in 2 quarters since. 368 funds tracked by Wall St. Rank hold STIP as of Q2 2021.

  • MACRO Consulting Group held 60,654 shares of iShares 0-5 Year TIPS Bond ETF worth $6.45M as of Q2 2021.
  • MACRO Consulting Group bought 3,181 iShares 0-5 Year TIPS Bond ETF shares in Q2 2021, an estimated $338K.
  • iShares 0-5 Year TIPS Bond ETF made up 3.32% of MACRO Consulting Group's portfolio in Q2 2021, its #6 holding.
  • MACRO Consulting Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 2 quarters since.
  • 368 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.