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

Paulson 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
Q4 		– Sell
-158,683
Closed -$15.3M – 92
2022
Q3 		$15.3M Buy
158,683
+67,137
+73% +$6.72M 8.21% 5
2022
Q2 		$9.29M Buy
91,546
+5,923
+7% +$612K 4.89% 8
2022
Q1 		$8.98M Buy
85,623
+74
+0.1% +$7.79K 4.1% 9
2021
Q4 		$9.06M Buy
85,549
+40,313
+89% +$4.27M 4.05% 9
2021
Q3 		$4.78M Buy
+45,236
New +$4.8M 2.27% 13
2020
Q4 		– Sell
-23,895
Closed -$2.49M – 95
2020
Q3 		$2.49M Buy
23,895
+630
+3% +$65.2K 1.61% 16
2020
Q2 		$2.38M Buy
23,265
+2,842
+14% +$288K 1.67% 15
2020
Q1 		$2.07M Buy
20,423
+7,745
+61% +$779K 1.59% 15
2019
Q4 		$1.28M Buy
12,678
+2,611
+26% +$262K 0.9% 21
2019
Q3 		$1.01M Sell
10,067
-39
-0.4% -$3.91K 0.76% 23
2019
Q2 		$1.01M Buy
10,106
+1,429
+16% +$143K 0.75% 22
2019
Q1 		$865K Sell
8,677
-11,178
-56% -$1.1M 0.66% 28
2018
Q4 		$1.95M Buy
19,855
+11,794
+146% +$1.16M 1.61% 14
2018
Q3 		$792K Buy
8,061
+2,943
+58% +$291K 0.71% 39
2018
Q2 		$510K Buy
5,118
+945
+23% +$94.1K 0.5% 62
2018
Q1 		$418K Buy
+4,173
New +$416K 0.42% 67

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paulson Wealth Management's STIP Position: Q4 2022 in Review

Paulson Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 158,683 shares — an estimated $15.3M sold.

Paulson Wealth Management first reported a position in STIP in Q1 2018 and held it in 16 quarters. The position peaked at $15.3M in Q3 2022. 657 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

  • Paulson Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Paulson Wealth Management sold 158,683 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $15.3M.
  • Paulson Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and held it in 16 quarters.
  • Paulson Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $15.3M in Q3 2022.
  • 657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on Paulson Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.