W Advisors LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

W Advisors LLC’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	-2,184	Closed	-$210K	–	109
2022 Q3	$210K	Buy	+2,184	New	+$219K	0.2%	91

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

W Advisors LLC's STIP Position: Q4 2022 in Review

W Advisors LLC sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 2,184 shares — an estimated $210K sold.

W Advisors LLC first reported a position in STIP in Q3 2022 and held it in 1 quarter. The position peaked at $210K in Q3 2022. 657 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

W Advisors LLC reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
W Advisors LLC sold 2,184 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $210K.
W Advisors LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 1 quarter.
W Advisors LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $210K in Q3 2022.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on W Advisors LLC's 13F filing for Q4 2022, filed 7 Feb 2023.