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Stonebridge Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stonebridge Capital Advisors’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
2023
Q3 		– Sell
-145
Closed -$14.2K – 995
2023
Q2 		$14.2K Hold
145
– – ﹤0.01% 564
2023
Q1 		$14.4K Buy
+145
New +$14.2K ﹤0.01% 552
2022
Q4 		– Sell
-47
Closed -$5K – 1096
2022
Q3 		$5K Buy
+47
New +$4.71K ﹤0.01% 686
2021
Q3 		– Sell
-56
Closed -$6K – 1012
2021
Q2 		$6K Buy
+56
New +$5.95K ﹤0.01% 693

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Stonebridge Capital Advisors's STIP Position: Q3 2023 in Review

Stonebridge Capital Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 145 shares — an estimated $14.2K sold.

Stonebridge Capital Advisors first reported a position in STIP in Q2 2021 and held it in 4 quarters. The position peaked at $14.4K in Q1 2023. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Stonebridge Capital Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 145 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $14.2K.
  • Stonebridge Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 4 quarters.
  • Stonebridge Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $14.4K in Q1 2023.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.