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OneAscent Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

OneAscent Wealth 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
-97,877
Closed -$9.93M – 186
2022
Q2 		$9.93M Buy
+97,877
New +$10.1M 5.07% 4

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OneAscent Wealth Management's STIP Position: Q3 2022 in Review

OneAscent Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 97,877 shares — an estimated $9.93M sold.

OneAscent Wealth Management first reported a position in STIP in Q2 2022 and held it in 1 quarter. The position peaked at $9.93M in Q2 2022. 627 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • OneAscent Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 97,877 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $9.93M.
  • OneAscent Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 1 quarter.
  • OneAscent Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $9.93M in Q2 2022.
  • 627 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on OneAscent Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.