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Sheets Smith Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sheets Smith Investment Management’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 		$3.2M Sell
31,666
-20,204
-39% -$2.09M 3.72% 4
2022
Q1 		$5.44M Buy
51,870
+41,521
+401% +$4.37M 6.7% 5
2021
Q4 		$1.1M Buy
+10,349
New +$1.1M 0.78% 42

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Sheets Smith Investment Management's STIP Position: Q2 2022 in Review

Sheets Smith Investment Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 39% in Q2 2022, selling an estimated $2.09M and leaving 31,666 shares worth $3.2M. The position accounts for 3.72% of the portfolio, ranked #4.

Sheets Smith Investment Management first reported a position in STIP in Q4 2021 and has held it in 3 quarters since. The position peaked at $5.44M in Q1 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

  • Sheets Smith Investment Management held 31,666 shares of iShares 0-5 Year TIPS Bond ETF worth $3.2M as of Q2 2022.
  • Sheets Smith Investment Management sold 20,204 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022, an estimated $2.09M.
  • iShares 0-5 Year TIPS Bond ETF made up 3.72% of Sheets Smith Investment Management's portfolio in Q2 2022, its #4 holding.
  • Sheets Smith Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Sheets Smith Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $5.44M in Q1 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on Sheets Smith Investment Management's 13F filing for Q2 2022, filed 22 Aug 2022.