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Stonebridge Financial Planning Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stonebridge Financial Planning 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
Q1 		– Sell
-200
Closed -$21K – 332
2021
Q4 		$21K Hold
200
– – 0.01% 295
2021
Q3 		$21K Hold
200
– – 0.01% 296
2021
Q2 		$21K Sell
200
-50
-20% -$5.31K 0.01% 299
2021
Q1 		$26K Hold
250
– – 0.02% 280
2020
Q4 		$26K Hold
250
– – 0.02% 251
2020
Q3 		$26K Hold
250
– – 0.02% 240
2020
Q2 		$26K Buy
+250
New +$25.4K 0.02% 233

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stonebridge Financial Planning Group's STIP Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2022, closing a stake of 200 shares — an estimated $21K sold.

Stonebridge Financial Planning Group first reported a position in STIP in Q2 2020 and held it in 7 quarters. The position peaked at $26K in Q1 2021. 550 funds tracked by Wall St. Rank hold STIP as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 200 iShares 0-5 Year TIPS Bond ETF shares in Q1 2022, an estimated $21K.
  • Stonebridge Financial Planning Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2020 and held it in 7 quarters.
  • Stonebridge Financial Planning Group's iShares 0-5 Year TIPS Bond ETF position peaked at $26K in Q1 2021.
  • 550 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.