Pinnacle Private Wealth
STIP icon

Pinnacle Private Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Pinnacle Private Wealth’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 		$1.89M Buy
18,675
+6,984
+60% +$721K 0.74% 30
2022
Q1 		$1.23M Buy
11,691
+1,886
+19% +$199K 0.38% 62
2021
Q4 		$1.04M Buy
+9,805
New +$1.04M 0.33% 75

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Personal Capital Advisors
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Pinnacle Private Wealth's STIP Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 60% in Q2 2022, buying an estimated $721K and bringing the position to 18,675 shares worth $1.89M. The position accounts for 0.74% of the portfolio, ranked #30.

Pinnacle Private Wealth first reported a position in STIP in Q4 2021 and has held it in 3 quarters since. 610 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

  • Pinnacle Private Wealth held 18,675 shares of iShares 0-5 Year TIPS Bond ETF worth $1.89M as of Q2 2022.
  • Pinnacle Private Wealth bought 6,984 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022, an estimated $721K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.74% of Pinnacle Private Wealth's portfolio in Q2 2022, its #30 holding.
  • Pinnacle Private Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.