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McDonald Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

McDonald Partners’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
Q1 		– Sell
-8,600
Closed -$911K – 634
2021
Q4 		$911K Buy
+8,600
New +$911K 0.84% 32

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McDonald Partners's STIP Position: Q1 2022 in Review

McDonald Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2022, closing a stake of 8,600 shares — an estimated $911K sold.

McDonald Partners first reported a position in STIP in Q4 2021 and held it in 1 quarter. The position peaked at $911K in Q4 2021. 551 funds tracked by Wall St. Rank hold STIP as of Q1 2022.

  • McDonald Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 8,600 iShares 0-5 Year TIPS Bond ETF shares in Q1 2022, an estimated $911K.
  • McDonald Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $911K in Q4 2021.
  • 551 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.