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Palladium Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Palladium Partners’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
Q1 		$21.7M Sell
206,480
-9,459
-4% -$996K 0.95% 29
2021
Q4 		$22.9M Buy
215,939
+15,700
+8% +$1.66M 0.93% 33
2021
Q3 		$21.2M Buy
200,239
+22,856
+13% +$2.42M 0.96% 30
2021
Q2 		$18.9M Sell
177,383
-2,074
-1% -$220K 0.89% 32
2021
Q1 		$19M Buy
+179,457
New +$18.9M 0.94% 30

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Palladium Partners's STIP Position: Q1 2022 in Review

Palladium Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.4% in Q1 2022, selling an estimated $996K and leaving 206,480 shares worth $21.7M. The position accounts for 0.95% of the portfolio, ranked #29.

Palladium Partners first reported a position in STIP in Q1 2021 and has held it in 5 quarters since. The position peaked at $22.9M in Q4 2021. 551 funds tracked by Wall St. Rank hold STIP as of Q1 2022.

  • Palladium Partners held 206,480 shares of iShares 0-5 Year TIPS Bond ETF worth $21.7M as of Q1 2022.
  • Palladium Partners sold 9,459 iShares 0-5 Year TIPS Bond ETF shares in Q1 2022, an estimated $996K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.95% of Palladium Partners's portfolio in Q1 2022, its #29 holding.
  • Palladium Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 5 quarters since.
  • Palladium Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $22.9M in Q4 2021.
  • 551 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.