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Sterling Investment Counsel’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sterling Investment Counsel’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 		– Sell
-2,400
Closed -$252K – 158
2022
Q1 		$252K Buy
+2,400
New +$253K 0.17% 125

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Sterling Investment Counsel's STIP Position: Q2 2022 in Review

Sterling Investment Counsel sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2022, closing a stake of 2,400 shares — an estimated $252K sold.

Sterling Investment Counsel first reported a position in STIP in Q1 2022 and held it in 1 quarter. The position peaked at $252K in Q1 2022. 610 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

  • Sterling Investment Counsel reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Sterling Investment Counsel sold 2,400 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022, an estimated $252K.
  • Sterling Investment Counsel first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 1 quarter.
  • Sterling Investment Counsel's iShares 0-5 Year TIPS Bond ETF position peaked at $252K in Q1 2022.
  • 610 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on Sterling Investment Counsel's 13F filing for Q2 2022, filed 18 Jul 2022.