V Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

V Wealth 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
2022 Q4	–	Sell	-23,741	Closed	-$2.28M	–	401
2022 Q3	$2.28M	Buy	23,741 +1,046	+5%	+$105K	0.46%	41
2022 Q2	$2.3M	Buy	22,695 +1,152	+5%	+$119K	0.43%	42
2022 Q1	$2.26M	Sell	21,543 -10,417	-33%	-$1.1M	0.36%	56
2021 Q4	$3.38M	Sell	31,960 -208	-0.6%	-$22K	0.5%	36
2021 Q3	$3.4M	Buy	32,168 +9,847	+44%	+$1.04M	0.53%	32
2021 Q2	$2.37M	Buy	22,321 +5,170	+30%	+$549K	0.38%	59
2021 Q1	$1.81M	Buy	+17,151	New	+$1.8M	0.33%	69
2017 Q3	–	Sell	-1,343	Closed	-$139K	–	634
2017 Q2	$139K	Buy	+1,343	New	+$136K	0.07%	210

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

V Wealth Advisors's STIP Position: Q4 2022 in Review

V Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 23,741 shares — an estimated $2.28M sold.

V Wealth Advisors first reported a position in STIP in Q2 2017 and held it in 8 quarters. The position peaked at $3.4M in Q3 2021. 657 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

V Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 23,741 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $2.28M.
V Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2017 and held it in 8 quarters.
V Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $3.4M in Q3 2021.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.