Mid Atlantic Financial Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Mid Atlantic Financial Management’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	$5.88M	Buy	55,614 +1,379	+3%	+$146K	0.39%	53
2021 Q2	$5.77M	Buy	54,235 +9,708	+22%	+$1.03M	0.39%	52
2021 Q1	$4.71M	Buy	44,527 +40,898	+1,127%	+$4.3M	0.34%	64
2020 Q4	$379K	Buy	3,629 +1,073	+42%	+$111K	0.03%	489
2020 Q3	$264K	Sell	2,556 -183	-7%	-$18.9K	0.02%	567
2020 Q2	$280K	Buy	2,739 +182	+7%	+$18.5K	0.03%	509
2020 Q1	$255K	Sell	2,557 -23	-0.9%	-$2.31K	0.03%	493
2019 Q4	$260K	Buy	2,580 +173	+7%	+$17.4K	0.02%	569
2019 Q3	$241K	Sell	2,407 -447	-16%	-$44.8K	0.03%	576
2019 Q2	$287K	Sell	2,854 -6,574	-70%	-$658K	0.03%	535
2019 Q1	$940K	Sell	9,428 -7,036	-43%	-$695K	0.1%	204
2018 Q4	$1.61M	Buy	+16,464	New	+$1.62M	0.2%	116

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

Mid Atlantic Financial Management's STIP Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.5% in Q3 2021, buying an estimated $146K and bringing the position to 55,614 shares worth $5.88M. The position accounts for 0.39% of the portfolio, ranked #53.

Mid Atlantic Financial Management first reported a position in STIP in Q4 2018 and has held it in 12 quarters since. 391 funds tracked by Wall St. Rank hold STIP as of Q3 2021.

Mid Atlantic Financial Management held 55,614 shares of iShares 0-5 Year TIPS Bond ETF worth $5.88M as of Q3 2021.
Mid Atlantic Financial Management bought 1,379 iShares 0-5 Year TIPS Bond ETF shares in Q3 2021, an estimated $146K.
iShares 0-5 Year TIPS Bond ETF made up 0.39% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #53 holding.
Mid Atlantic Financial Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 12 quarters since.
391 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.