Vigilant Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Vigilant Capital Management’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 Q2	$41K	Hold	425	–	–	﹤0.01%	296
2023 Q1	$42K	Hold	425	–	–	﹤0.01%	288
2022 Q4	$41K	Hold	425	–	–	﹤0.01%	288
2022 Q3	$41K	Hold	425	–	–	﹤0.01%	305
2022 Q2	$43K	Hold	425	–	–	﹤0.01%	290
2022 Q1	$45K	Hold	425	–	–	﹤0.01%	311
2021 Q4	$45K	Hold	425	–	–	﹤0.01%	328
2021 Q3	$45K	Hold	425	–	–	﹤0.01%	280
2021 Q2	$45K	Buy	+425	New	+$45.1K	﹤0.01%	279
2018 Q4	–	Sell	-60	Closed	-$6K	–	498
2018 Q3	$6K	Hold	60	–	–	﹤0.01%	413
2018 Q2	$6K	Hold	60	–	–	﹤0.01%	426
2018 Q1	$6K	Hold	60	–	–	﹤0.01%	398
2017 Q4	$6K	Hold	60	–	–	﹤0.01%	363
2017 Q3	$6K	Sell	60 -65	-52%	-$6.53K	﹤0.01%	275
2017 Q2	$13K	Hold	125	–	–	﹤0.01%	231
2017 Q1	$13K	Hold	125	–	–	﹤0.01%	240
2016 Q4	$13K	Hold	125	–	–	﹤0.01%	238
2016 Q3	$13K	Buy	+125	New	+$12.6K	﹤0.01%	257

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vigilant Capital Management's STIP Position: Q2 2023 in Review

Vigilant Capital Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2023 at 425 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Vigilant Capital Management first reported a position in STIP in Q3 2016 and has held it in 18 quarters since. The position peaked at $45K in Q1 2022. 609 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

Vigilant Capital Management held 425 shares of iShares 0-5 Year TIPS Bond ETF worth $41K as of Q2 2023.
Vigilant Capital Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2023.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #296 holding.
Vigilant Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2016 and has held it in 18 quarters since.
Vigilant Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $45K in Q1 2022.
609 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.