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

Pinnacle Wealth Advisors’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
2021 Q2	$236K	Buy	+2,225	New	+$236K	0.01%	341

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Pinnacle Wealth Advisors's STIP Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2021: 2,225 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings.

368 funds tracked by Wall St. Rank hold STIP as of Q2 2021.

Pinnacle Wealth Advisors held 2,225 shares of iShares 0-5 Year TIPS Bond ETF worth $236K as of Q2 2021.
iShares 0-5 Year TIPS Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #341 holding.
368 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.