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WC Walker & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

WC Walker & Associates’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 		$1.13M Sell
11,618
-307
-3% -$29.8K 0.6% 37
2022
Q3 		$1.16M Buy
+11,925
New +$1.19M 0.66% 38

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WC Walker & Associates's STIP Position: Q4 2022 in Review

WC Walker & Associates reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.6% in Q4 2022, selling an estimated $29.8K and leaving 11,618 shares worth $1.13M. The position accounts for 0.6% of the portfolio, ranked #37.

WC Walker & Associates first reported a position in STIP in Q3 2022 and has held it in 2 quarters since. The position peaked at $1.16M in Q3 2022. 658 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

  • WC Walker & Associates held 11,618 shares of iShares 0-5 Year TIPS Bond ETF worth $1.13M as of Q4 2022.
  • WC Walker & Associates sold 307 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $29.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.6% of WC Walker & Associates's portfolio in Q4 2022, its #37 holding.
  • WC Walker & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • WC Walker & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $1.16M in Q3 2022.
  • 658 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.