PCFFS
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Pacific Center for Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Pacific Center for Financial Services’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
-54
Closed -$6K – 412
2022
Q1 		$6K Hold
54
– – ﹤0.01% 310
2021
Q4 		$6K Hold
54
– – ﹤0.01% 317
2021
Q3 		$6K Buy
+54
New +$5.73K ﹤0.01% 320

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BlackRock
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PCA
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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
3AM
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Pacific Center for Financial Services's STIP Position: Q2 2022 in Review

Pacific Center for Financial Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2022, closing a stake of 54 shares — an estimated $6K sold.

Pacific Center for Financial Services first reported a position in STIP in Q3 2021 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 610 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

  • Pacific Center for Financial Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Pacific Center for Financial Services sold 54 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022, an estimated $6K.
  • Pacific Center for Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 3 quarters.
  • Pacific Center for Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $6K in Q1 2022.
  • 610 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on Pacific Center for Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.