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Resolute Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Resolute Financial’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
Q4 		$2.7M Sell
27,829
-2,911
-9% -$283K 2.29% 7
2022
Q3 		$2.95M Sell
30,740
-1,746
-5% -$175K 2.8% 7
2022
Q2 		$3.29M Buy
32,486
+9,631
+42% +$994K 2.86% 6
2022
Q1 		$2.4M Buy
22,855
+9,691
+74% +$1.02M 1.95% 11
2021
Q4 		$1.39M Buy
+13,164
New +$1.39M 1.04% 21

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Resolute Financial's STIP Position: Q4 2022 in Review

Resolute Financial reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.5% in Q4 2022, selling an estimated $283K and leaving 27,829 shares worth $2.7M. The position accounts for 2.29% of the portfolio, ranked #7.

Resolute Financial first reported a position in STIP in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.29M in Q2 2022. 658 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

  • Resolute Financial held 27,829 shares of iShares 0-5 Year TIPS Bond ETF worth $2.7M as of Q4 2022.
  • Resolute Financial sold 2,911 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $283K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.29% of Resolute Financial's portfolio in Q4 2022, its #7 holding.
  • Resolute Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $3.29M in Q2 2022.
  • 658 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.