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

Sheets Smith Wealth 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
Q4 		– Sell
-2,995
Closed -$288K – 322
2022
Q3 		$288K Hold
2,995
– – 0.05% 250
2022
Q2 		$304K Sell
2,995
-2,854
-49% -$295K 0.05% 244
2022
Q1 		$614K Buy
+5,849
New +$616K 0.08% 188

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sheets Smith Wealth Management's STIP Position: Q4 2022 in Review

Sheets Smith Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 2,995 shares — an estimated $288K sold.

Sheets Smith Wealth Management first reported a position in STIP in Q1 2022 and held it in 3 quarters. The position peaked at $614K in Q1 2022. 657 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

  • Sheets Smith Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,995 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $288K.
  • Sheets Smith Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 3 quarters.
  • Sheets Smith Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $614K in Q1 2022.
  • 657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2022, filed 8 Mar 2023.