Surevest’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Surevest’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	$40K	Hold	420	–	–	0.01%	197
2022 Q2	$43K	Hold	420	–	–	0.01%	213
2022 Q1	$44K	Hold	420	–	–	0.01%	195
2021 Q4	$44K	Buy	+420	New	+$44.5K	0.01%	197
2020 Q2	–	Sell	-5,152	Closed	-$515K	–	99
2020 Q1	$515K	Sell	5,152 -51,694	-91%	-$5.2M	0.28%	71
2019 Q4	$5.72M	Sell	56,846 -7,714	-12%	-$774K	2.45%	3
2019 Q3	$6.47M	Sell	64,560 -1,096	-2%	-$110K	3.18%	2
2019 Q2	$6.6M	Buy	65,656 +1,725	+3%	+$173K	3.43%	2
2019 Q1	$6.37M	Buy	63,931 +956	+2%	+$94.5K	3.92%	2
2018 Q4	$6.17M	Buy	+62,975	New	+$6.18M	4.87%	2

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

Surevest's STIP Position: Q3 2022 in Review

Surevest held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2022 at 420 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #197.

Surevest first reported a position in STIP in Q4 2018 and has held it in 10 quarters since. The position peaked at $6.6M in Q2 2019. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

Surevest held 420 shares of iShares 0-5 Year TIPS Bond ETF worth $40K as of Q3 2022.
Surevest left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2022.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #197 holding.
Surevest first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 10 quarters since.
Surevest's iShares 0-5 Year TIPS Bond ETF position peaked at $6.6M in Q2 2019.
629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.