Spectrum Management Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Spectrum Management Group’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	$64K	Buy	668 +486	+267%	+$48.7K	0.01%	136
2022 Q2	$18K	Hold	182	–	–	﹤0.01%	169
2022 Q1	$19K	Hold	182	–	–	﹤0.01%	194
2021 Q4	$19K	Hold	182	–	–	﹤0.01%	188
2021 Q3	$19K	Hold	182	–	–	﹤0.01%	241
2021 Q2	$19K	Hold	182	–	–	﹤0.01%	182
2021 Q1	$19K	Buy	182 +12	+7%	+$1.26K	﹤0.01%	181
2020 Q4	$18K	Hold	170	–	–	﹤0.01%	169
2020 Q3	$18K	Hold	170	–	–	﹤0.01%	181
2020 Q2	$17K	Buy	+170	New	+$17.2K	﹤0.01%	184

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Spectrum Management Group's STIP Position: Q3 2022 in Review

Spectrum Management Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 267% in Q3 2022, buying an estimated $48.7K and bringing the position to 668 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #136.

Spectrum Management Group first reported a position in STIP in Q2 2020 and has held it in 10 quarters since. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

Spectrum Management Group held 668 shares of iShares 0-5 Year TIPS Bond ETF worth $64K as of Q3 2022.
Spectrum Management Group bought 486 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $48.7K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Spectrum Management Group's portfolio in Q3 2022, its #136 holding.
Spectrum Management Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2020 and has held it in 10 quarters since.
629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.