Outlook Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Outlook Wealth Advisors’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 Q4	–	Sell	-3,981	Closed	-$383K	–	198
2022 Q3	$383K	Sell	3,981 -122	-3%	-$12.2K	0.17%	133
2022 Q2	$417K	Sell	4,103 -275	-6%	-$28.4K	0.17%	135
2022 Q1	$459K	Sell	4,378 -56	-1%	-$5.9K	0.15%	143
2021 Q4	$469K	Sell	4,434 -269	-6%	-$28.5K	0.14%	145
2021 Q3	$497K	Sell	4,703 -432	-8%	-$45.8K	0.16%	146
2021 Q2	$546K	Buy	+5,135	New	+$545K	0.17%	145

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Outlook Wealth Advisors's STIP Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 3,981 shares — an estimated $383K sold.

Outlook Wealth Advisors first reported a position in STIP in Q2 2021 and held it in 6 quarters. The position peaked at $546K in Q2 2021. 657 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

Outlook Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 3,981 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $383K.
Outlook Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 6 quarters.
Outlook Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $546K in Q2 2021.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.