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Next Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Next Financial Group’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 		$1.25M Buy
11,847
+753
+7% +$79.8K 0.08% 273
2021
Q3 		$1.17M Buy
11,094
+4,120
+59% +$437K 0.09% 241
2021
Q2 		$741K Buy
6,974
+477
+7% +$50.7K 0.06% 342
2021
Q1 		$687K Buy
6,497
+289
+5% +$30.4K 0.06% 323
2020
Q4 		$648K Buy
6,208
+681
+12% +$70.6K 0.06% 302
2020
Q3 		$575K Buy
+5,527
New +$572K 0.06% 298
2020
Q2 		– Sell
-889
Closed -$89K – 1733
2020
Q1 		$89K Buy
889
+1
+0.1% +$101 0.01% 790
2019
Q4 		$89K Sell
888
-325
-27% -$32.6K 0.01% 986
2019
Q3 		$121K Sell
1,213
-4,866
-80% -$487K 0.01% 847
2019
Q2 		$611K Buy
6,079
+5,873
+2,851% +$588K 0.07% 305
2019
Q1 		$21K Sell
206
-5,832
-97% -$576K 0.01% 957
2018
Q4 		$592K Buy
6,038
+5,833
+2,845% +$573K 0.12% 193
2018
Q3 		$20K Buy
+205
New +$20.3K 0.01% 794
2017
Q4 		– Sell
-203
Closed -$20K – 1266
2017
Q3 		$20K Buy
203
+1
+0.5% +$100 0.01% 978
2017
Q2 		$20K Sell
202
-15,830
-99% -$1.6M ﹤0.01% 1090
2017
Q1 		$1.62M Buy
16,032
+15,780
+6,262% +$1.6M 0.45% 45
2016
Q4 		$25K Buy
252
+51
+25% +$5.14K ﹤0.01% 1279
2016
Q3 		$20K Hold
201
– – ﹤0.01% 1367
2016
Q2 		$20K Hold
201
– – 0.01% 976
2016
Q1 		$20K Hold
201
– – 0.01% 940
2015
Q4 		$19K Hold
201
– – 0.01% 948
2015
Q3 		$19K Hold
201
– – 0.01% 970
2015
Q2 		$20K Hold
201
– – 0.01% 1003
2015
Q1 		$19K Hold
201
– – 0.01% 1018
2014
Q4 		$20K Buy
201
+1
+0.5% +$100 0.01% 983
2014
Q3 		$20K Buy
+200
New +$20.3K ﹤0.01% 1430

Other funds holding STIP

Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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

Next Financial Group's STIP Position: Q4 2021 in Review

Next Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.8% in Q4 2021, buying an estimated $79.8K and bringing the position to 11,847 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #273.

Next Financial Group first reported a position in STIP in Q3 2014 and has held it in 26 quarters since. The position peaked at $1.62M in Q1 2017. 491 funds tracked by Wall St. Rank hold STIP as of Q4 2021.

  • Next Financial Group held 11,847 shares of iShares 0-5 Year TIPS Bond ETF worth $1.25M as of Q4 2021.
  • Next Financial Group bought 753 iShares 0-5 Year TIPS Bond ETF shares in Q4 2021, an estimated $79.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.08% of Next Financial Group's portfolio in Q4 2021, its #273 holding.
  • Next Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.62M in Q1 2017.
  • 491 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.