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

Prestige Wealth Management Group’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	-51	Closed	-$5K	–	1065
2022 Q1	$5K	Hold	51	–	–	﹤0.01%	630
2021 Q4	$5K	Hold	51	–	–	﹤0.01%	658
2021 Q3	$5K	Hold	51	–	–	﹤0.01%	654
2021 Q2	$5K	Sell	51 -18	-26%	-$1.91K	﹤0.01%	645
2021 Q1	$7K	Hold	69	–	–	﹤0.01%	563
2020 Q4	$7K	Hold	69	–	–	﹤0.01%	517
2020 Q3	$7K	Hold	69	–	–	﹤0.01%	498
2020 Q2	$7K	Hold	69	–	–	﹤0.01%	479
2020 Q1	$7K	Hold	69	–	–	﹤0.01%	444
2019 Q4	$7K	Hold	69	–	–	﹤0.01%	391
2019 Q3	$7K	Hold	69	–	–	﹤0.01%	377
2019 Q2	$7K	Sell	69 -194	-74%	-$19.4K	﹤0.01%	364
2019 Q1	$26K	Sell	263 -74,396	-100%	-$7.35M	0.02%	245
2018 Q4	$7.32M	Buy	+74,659	New	+$7.33M	5.39%	4

Other funds holding STIP

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

3AM

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

Prestige Wealth Management Group's STIP Position: Q2 2022 in Review

Prestige Wealth Management Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2022, closing a stake of 51 shares — an estimated $5K sold.

Prestige Wealth Management Group first reported a position in STIP in Q4 2018 and held it in 14 quarters. The position peaked at $7.32M in Q4 2018. 611 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

Prestige Wealth Management Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 51 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022, an estimated $5K.
Prestige Wealth Management Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 14 quarters.
Prestige Wealth Management Group's iShares 0-5 Year TIPS Bond ETF position peaked at $7.32M in Q4 2018.
611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on Prestige Wealth Management Group's 13F filing for Q2 2022, filed 10 Aug 2022.