MCF Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

MCF Advisors’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 Q3	–	Sell	-19	Closed	-$1.85K	–	946
2023 Q2	$1.85K	Buy	+19	New	+$1.87K	﹤0.01%	722
2018 Q3	–	Sell	-178	Closed	-$18K	–	491
2018 Q2	$18K	Hold	178	–	–	﹤0.01%	293
2018 Q1	$18K	Buy	+178	New	+$17.8K	﹤0.01%	297

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

MCF Advisors's STIP Position: Q3 2023 in Review

MCF Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 19 shares — an estimated $1.85K sold.

MCF Advisors first reported a position in STIP in Q1 2018 and held it in 3 quarters. The position peaked at $18K in Q2 2018. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

MCF Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
MCF Advisors sold 19 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $1.85K.
MCF Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and held it in 3 quarters.
MCF Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $18K in Q2 2018.
583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on MCF Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.