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

TCWP’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 Q4	–	Sell	-9,296	Closed	-$893K	–	292
2022 Q3	$893K	Buy	+9,296	New	+$931K	0.19%	102

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCWP's STIP Position: Q4 2022 in Review

TCWP sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 9,296 shares — an estimated $893K sold.

TCWP first reported a position in STIP in Q3 2022 and held it in 1 quarter. The position peaked at $893K in Q3 2022. 657 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

TCWP reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
TCWP sold 9,296 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $893K.
TCWP first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 1 quarter.
TCWP's iShares 0-5 Year TIPS Bond ETF position peaked at $893K in Q3 2022.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on TCWP's 13F filing for Q4 2022, filed 13 Feb 2023.