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

Mirsky 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 Q4	$385K	Buy	3,634 +78	+2%	+$8.27K	0.16%	39
2021 Q3	$376K	Buy	3,556 +112	+3%	+$11.9K	0.17%	33
2021 Q2	$366K	Sell	3,444 -150	-4%	-$15.9K	0.16%	38
2021 Q1	$380K	Buy	3,594 +1,611	+81%	+$169K	0.18%	35
2020 Q4	$207K	Sell	1,983 -704	-26%	-$73K	0.11%	39
2020 Q3	$280K	Buy	2,687 +109	+4%	+$11.3K	0.16%	33
2020 Q2	$264K	Sell	2,578 -11,142	-81%	-$1.13M	0.16%	32
2020 Q1	$1.37M	Buy	13,720 +208	+2%	+$20.9K	0.97%	23
2019 Q4	$1.36M	Buy	13,512 +970	+8%	+$97.3K	0.88%	23
2019 Q3	$1.26M	Buy	12,542 +853	+7%	+$85.5K	0.9%	23
2019 Q2	$1.18M	Buy	11,689 +466	+4%	+$46.6K	0.88%	24
2019 Q1	$1.12M	Buy	11,223 +782	+7%	+$77.3K	0.87%	24
2018 Q4	$1.02M	Buy	+10,441	New	+$1.02M	0.9%	20

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

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

3AM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJFSA

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

Mirsky Financial Management's STIP Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.2% in Q4 2021, buying an estimated $8.27K and bringing the position to 3,634 shares worth $385K. The position accounts for 0.16% of the portfolio, ranked #39.

Mirsky Financial Management first reported a position in STIP in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.37M in Q1 2020. 491 funds tracked by Wall St. Rank hold STIP as of Q4 2021.

Mirsky Financial Management held 3,634 shares of iShares 0-5 Year TIPS Bond ETF worth $385K as of Q4 2021.
Mirsky Financial Management bought 78 iShares 0-5 Year TIPS Bond ETF shares in Q4 2021, an estimated $8.27K.
iShares 0-5 Year TIPS Bond ETF made up 0.16% of Mirsky Financial Management's portfolio in Q4 2021, its #39 holding.
Mirsky Financial Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 13 quarters since.
Mirsky Financial Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.37M in Q1 2020.
491 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.