OCM
STIP icon

Objective Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Objective Capital 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
Q3 		– Sell
-2,201
Closed -$223K – 93
2022
Q2 		$223K Sell
2,201
-460
-17% -$47.5K 0.22% 85
2022
Q1 		$279K Hold
2,661
– – 0.21% 91
2021
Q4 		$282K Buy
+2,661
New +$282K 0.2% 93

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Objective Capital Management's STIP Position: Q3 2022 in Review

Objective Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 2,201 shares — an estimated $223K sold.

Objective Capital Management first reported a position in STIP in Q4 2021 and held it in 3 quarters. The position peaked at $282K in Q4 2021. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • Objective Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Objective Capital Management sold 2,201 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $223K.
  • Objective Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 3 quarters.
  • Objective Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $282K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Objective Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.