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Moisand Fitzgerald Tamayo’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Moisand Fitzgerald Tamayo’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 		– Sell
-107
Closed -$11K – 415
2021
Q2 		$11K Buy
+107
New +$11.4K ﹤0.01% 258

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo's STIP Position: Q3 2021 in Review

Moisand Fitzgerald Tamayo sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2021, closing a stake of 107 shares — an estimated $11K sold.

Moisand Fitzgerald Tamayo first reported a position in STIP in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 391 funds tracked by Wall St. Rank hold STIP as of Q3 2021.

  • Moisand Fitzgerald Tamayo reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 107 iShares 0-5 Year TIPS Bond ETF shares in Q3 2021, an estimated $11K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's iShares 0-5 Year TIPS Bond ETF position peaked at $11K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2021.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2021, filed 1 Nov 2021.