PJSIMP
STIP icon

P.J. Schmidt Investment Management (PJS)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
2023
Q4 		– Sell
-9,223
Closed -$894K – 178
2023
Q3 		$894K Sell
9,223
-13,953
-60% -$1.36M 0.19% 75
2023
Q2 		$2.26M Sell
23,176
-24,253
-51% -$2.39M 0.45% 55
2023
Q1 		$4.7M Sell
47,429
-14,695
-24% -$1.44M 0.98% 32
2022
Q4 		$6.02M Sell
62,124
-18,751
-23% -$1.82M 1.36% 20
2022
Q3 		$7.85M Sell
80,875
-2,438
-3% -$244K 1.89% 14
2022
Q2 		$8.44M Buy
83,313
+64,066
+333% +$6.61M 1.84% 16
2022
Q1 		$2.01M Buy
19,247
+2,928
+18% +$308K 0.45% 50
2021
Q4 		$1.72M Buy
16,319
+11,752
+257% +$1.25M 0.34% 57
2021
Q3 		$485K Buy
4,567
+8
+0.2% +$849 0.1% 122
2021
Q2 		$487K Sell
4,559
-181
-4% -$19.2K 0.1% 121
2021
Q1 		$504K Buy
4,740
+2
+0% +$210 0.11% 116
2020
Q4 		$497K Buy
4,738
+107
+2% +$11.1K 0.11% 111
2020
Q3 		$480K Buy
+4,631
New +$479K 0.12% 103

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s STIP Position: Q4 2023 in Review

P.J. Schmidt Investment Management (PJS) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 9,223 shares — an estimated $894K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in STIP in Q3 2020 and held it in 13 quarters. The position peaked at $8.44M in Q2 2022. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • P.J. Schmidt Investment Management (PJS) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 9,223 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $894K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and held it in 13 quarters.
  • P.J. Schmidt Investment Management (PJS)'s iShares 0-5 Year TIPS Bond ETF position peaked at $8.44M in Q2 2022.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q4 2023, filed 29 Jan 2024.