NEAM
STIP icon

New England Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

New England Asset 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
2022
Q4 		– Sell
-6,337
Closed -$609K – 178
2022
Q3 		$609K Hold
6,337
– – 0.01% 110
2022
Q2 		$643K Buy
+6,337
New +$654K 0.01% 110

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

New England Asset Management's STIP Position: Q4 2022 in Review

New England Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 6,337 shares — an estimated $609K sold.

New England Asset Management first reported a position in STIP in Q2 2022 and held it in 2 quarters. The position peaked at $643K in Q2 2022. 658 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

  • New England Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • New England Asset Management sold 6,337 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $609K.
  • New England Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 2 quarters.
  • New England Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $643K in Q2 2022.
  • 658 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on New England Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.