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

Wealth Effects’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	-8,224	Closed	-$790K	–	206
2022 Q3	$790K	Buy	+8,224	New	+$824K	0.48%	50

Other funds holding STIP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Effects's STIP Position: Q4 2022 in Review

Wealth Effects sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2022, closing a stake of 8,224 shares — an estimated $790K sold.

Wealth Effects first reported a position in STIP in Q3 2022 and held it in 1 quarter. The position peaked at $790K in Q3 2022. 658 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

Wealth Effects reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
Wealth Effects sold 8,224 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $790K.
Wealth Effects first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 1 quarter.
Wealth Effects's iShares 0-5 Year TIPS Bond ETF position peaked at $790K in Q3 2022.
658 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

Based on Wealth Effects's 13F filing for Q4 2022, filed 2 Feb 2023.