National Bank of Canada
STIP icon

National Bank of Canada’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

National Bank of Canada’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
2025
Q1 		– Sell
-132,100
Closed -$13.3M – 3149
2024
Q4 		$13.3M Buy
+132,100
New +$13.3M 0.02% 680
2024
Q3 		– Sell
-2,790
Closed -$276K – 3031
2024
Q2 		$276K Buy
2,790
+25
+0.9% +$2.48K ﹤0.01% 1282
2024
Q1 		$274K Buy
2,765
+138
+5% +$13.6K ﹤0.01% 1364
2023
Q4 		$259K Sell
2,627
-192
-7% -$18.7K ﹤0.01% 1391
2023
Q3 		$272K Buy
2,819
+189
+7% +$18.4K ﹤0.01% 1437
2023
Q2 		$256K Buy
2,630
+49
+2% +$4.82K ﹤0.01% 1410
2023
Q1 		$256K Sell
2,581
-24,050
-90% -$2.35M ﹤0.01% 1349
2022
Q4 		$2.58M Sell
26,631
-24,402
-48% -$2.37M 0.01% 808
2022
Q3 		$4.93M Sell
51,033
-1,517
-3% -$152K 0.03% 535
2022
Q2 		$5.33M Sell
52,550
-1,238
-2% -$128K 0.03% 535
2022
Q1 		$5.64M Buy
53,788
+52,202
+3,291% +$5.5M 0.02% 581
2021
Q4 		$168K Buy
+1,586
New +$168K ﹤0.01% 1507

Other funds holding STIP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return