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Wealth Enhancement & Preservation of GA’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q3 		– Sell
-21,258
Closed -$2.16M – 61
2022
Q2 		$2.16M Buy
+21,258
New +$2.19M 2.29% 10

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's STIP Position: Q3 2022 in Review

Wealth Enhancement & Preservation of GA sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 21,258 shares — an estimated $2.16M sold.

Wealth Enhancement & Preservation of GA first reported a position in STIP in Q2 2022 and held it in 1 quarter. The position peaked at $2.16M in Q2 2022. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 21,258 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $2.16M.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's iShares 0-5 Year TIPS Bond ETF position peaked at $2.16M in Q2 2022.
  • 629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q3 2022, filed 19 Oct 2022.