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

Private Portfolio 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
Q3 		– Sell
-3,003
Closed -$305K – 284
2022
Q2 		$305K Buy
+3,003
New +$310K 0.08% 190

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Bank of America
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Portfolio Partners's STIP Position: Q3 2022 in Review

Private Portfolio Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 3,003 shares — an estimated $305K sold.

Private Portfolio Partners first reported a position in STIP in Q2 2022 and held it in 1 quarter. The position peaked at $305K in Q2 2022. 627 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • Private Portfolio Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Private Portfolio Partners sold 3,003 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $305K.
  • Private Portfolio Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 1 quarter.
  • Private Portfolio Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $305K in Q2 2022.
  • 627 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Private Portfolio Partners's 13F filing for Q3 2022, filed 7 Nov 2022.