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

Old Dominion 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
2021 Q3	$225K	Hold	2,130	–	–	0.05%	161
2021 Q2	$226K	Hold	2,130	–	–	0.05%	166
2021 Q1	$225K	Hold	2,130	–	–	0.05%	163
2020 Q4	$222K	Hold	2,130	–	–	0.06%	149
2020 Q3	$222K	Hold	2,130	–	–	0.06%	138
2020 Q2	$218K	Hold	2,130	–	–	0.07%	137
2020 Q1	$213K	Hold	2,130	–	–	0.09%	131
2019 Q4	$215K	Hold	2,130	–	–	0.07%	139
2019 Q3	$213K	Hold	2,130	–	–	0.07%	136
2019 Q2	$214K	Hold	2,130	–	–	0.07%	129
2019 Q1	$213K	Buy	+2,130	New	+$211K	0.07%	134

Other funds holding STIP

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Old Dominion Capital Management's STIP Position: Q3 2021 in Review

Old Dominion Capital Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2021 at 2,130 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #161.

Old Dominion Capital Management first reported a position in STIP in Q1 2019 and has held it in 11 quarters since. The position peaked at $226K in Q2 2021. 391 funds tracked by Wall St. Rank hold STIP as of Q3 2021.

Old Dominion Capital Management held 2,130 shares of iShares 0-5 Year TIPS Bond ETF worth $225K as of Q3 2021.
Old Dominion Capital Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2021.
iShares 0-5 Year TIPS Bond ETF made up 0.05% of Old Dominion Capital Management's portfolio in Q3 2021, its #161 holding.
Old Dominion Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and has held it in 11 quarters since.
Old Dominion Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $226K in Q2 2021.
391 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2021.

Based on Old Dominion Capital Management's 13F filing for Q3 2021, filed 8 Oct 2021.