UCB
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United Community Bank’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

United Community Bank’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
-163
Closed -$15.9K – 345
2023
Q2 		$15.9K Hold
163
– – 0.01% 206
2023
Q1 		$16.2K Hold
163
– – 0.02% 198
2022
Q4 		$15.8K Hold
163
– – 0.02% 220
2022
Q3 		$15.7K Hold
163
– – 0.02% 207
2022
Q2 		$16.5K Hold
163
– – 0.02% 211
2022
Q1 		$17.1K Hold
163
– – 0.02% 209
2021
Q4 		$17.3K Buy
+163
New +$17.3K 0.02% 211

Other funds holding STIP

Fidelity Investments
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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

United Community Bank's STIP Position: Q3 2023 in Review

United Community Bank sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 163 shares — an estimated $15.9K sold.

United Community Bank first reported a position in STIP in Q4 2021 and held it in 7 quarters. The position peaked at $17.3K in Q4 2021. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • United Community Bank reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • United Community Bank sold 163 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $15.9K.
  • United Community Bank first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 7 quarters.
  • United Community Bank's iShares 0-5 Year TIPS Bond ETF position peaked at $17.3K in Q4 2021.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on United Community Bank's 13F filing for Q3 2023, filed 14 Nov 2023.