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West Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

West Financial Advisors’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
Q1 		– Sell
-190
Closed -$20K – 194
2021
Q4 		$20K Buy
+190
New +$20.1K 0.01% 136

Other funds holding STIP

Ameriprise
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

West Financial Advisors's STIP Position: Q1 2022 in Review

West Financial Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2022, closing a stake of 190 shares — an estimated $20K sold.

West Financial Advisors first reported a position in STIP in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 551 funds tracked by Wall St. Rank hold STIP as of Q1 2022.

  • West Financial Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • West Financial Advisors sold 190 iShares 0-5 Year TIPS Bond ETF shares in Q1 2022, an estimated $20K.
  • West Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 1 quarter.
  • West Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $20K in Q4 2021.
  • 551 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2022.

Based on West Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.