Professional Planning’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Professional Planning’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 Q3	$2.65M	Buy	25,067 +3,786	+18%	+$402K	1.26%	18
2021 Q2	$2.26M	Buy	21,281 +3,187	+18%	+$338K	1.04%	20
2021 Q1	$1.91M	Buy	+18,094	New	+$1.9M	0.93%	22

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

3AM

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

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

DWM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Professional Planning's STIP Position: Q3 2021 in Review

Professional Planning increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 18% in Q3 2021, buying an estimated $402K and bringing the position to 25,067 shares worth $2.65M. The position accounts for 1.26% of the portfolio, ranked #18.

Professional Planning first reported a position in STIP in Q1 2021 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold STIP as of Q3 2021.

Professional Planning held 25,067 shares of iShares 0-5 Year TIPS Bond ETF worth $2.65M as of Q3 2021.
Professional Planning bought 3,786 iShares 0-5 Year TIPS Bond ETF shares in Q3 2021, an estimated $402K.
iShares 0-5 Year TIPS Bond ETF made up 1.26% of Professional Planning's portfolio in Q3 2021, its #18 holding.
Professional Planning first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 3 quarters since.
391 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.