Ogorek Anthony Joseph’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ogorek Anthony Joseph’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 Q2	–	Sell	-6	Closed	–	–	247
2022 Q1	$0	Hold	6	–	–	﹤0.01%	268
2021 Q4	$0	Buy	+6	New	+$636	﹤0.01%	250

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Ogorek Anthony Joseph's STIP Position: Q2 2022 in Review

Ogorek Anthony Joseph sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2022, closing a stake of 6 shares.

Ogorek Anthony Joseph first reported a position in STIP in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

Ogorek Anthony Joseph reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
Ogorek Anthony Joseph sold 6 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022.
Ogorek Anthony Joseph first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 2 quarters.
Ogorek Anthony Joseph's iShares 0-5 Year TIPS Bond ETF position peaked at $0 in Q1 2022.
611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2022, filed 21 Jul 2022.