Managed Account Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Managed Account Services’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 Q3	$2.24M	Buy	21,205 +6,467	+44%	+$686K	0.59%	45
2021 Q2	$1.57M	Buy	14,738 +618	+4%	+$65.6K	0.37%	55
2021 Q1	$1.49M	Buy	14,120 +6,932	+96%	+$729K	0.39%	51
2020 Q4	$755K	Buy	7,188 +1,875	+35%	+$194K	0.2%	68
2020 Q3	$551K	Buy	5,313 +1,557	+41%	+$161K	0.17%	69
2020 Q2	$386K	Buy	3,756 +1,222	+48%	+$124K	0.14%	73
2020 Q1	$256K	Sell	2,534 -96	-4%	-$9.65K	0.12%	80
2019 Q4	$265K	Buy	+2,630	New	+$264K	0.11%	78

Other funds holding STIP

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

Managed Account Services's STIP Position: Q3 2021 in Review

Managed Account Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 44% in Q3 2021, buying an estimated $686K and bringing the position to 21,205 shares worth $2.24M. The position accounts for 0.59% of the portfolio, ranked #45.

Managed Account Services first reported a position in STIP in Q4 2019 and has held it in 8 quarters since. 391 funds tracked by Wall St. Rank hold STIP as of Q3 2021.

Managed Account Services held 21,205 shares of iShares 0-5 Year TIPS Bond ETF worth $2.24M as of Q3 2021.
Managed Account Services bought 6,467 iShares 0-5 Year TIPS Bond ETF shares in Q3 2021, an estimated $686K.
iShares 0-5 Year TIPS Bond ETF made up 0.59% of Managed Account Services's portfolio in Q3 2021, its #45 holding.
Managed Account Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 8 quarters since.
391 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.