Steph & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Steph & Co’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 Q1	–	Sell	-600	Closed	-$64K	–	309
2021 Q4	$64K	Buy	+600	New	+$63.6K	0.04%	176

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

3AM

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

Steph & Co's STIP Position: Q1 2022 in Review

Steph & Co sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2022, closing a stake of 600 shares — an estimated $64K sold.

Steph & Co first reported a position in STIP in Q4 2021 and held it in 1 quarter. The position peaked at $64K in Q4 2021. 551 funds tracked by Wall St. Rank hold STIP as of Q1 2022.

Steph & Co reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
Steph & Co sold 600 iShares 0-5 Year TIPS Bond ETF shares in Q1 2022, an estimated $64K.
Steph & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 1 quarter.
Steph & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $64K in Q4 2021.
551 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2022.

Based on Steph & Co's 13F filing for Q1 2022, filed 15 Apr 2022.