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

Willis Johnson & 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
Q3 		– Sell
-9,786
Closed -$993K – 105
2022
Q2 		$993K Buy
9,786
+414
+4% +$42.7K 0.14% 50
2022
Q1 		$984K Buy
+9,372
New +$987K 0.13% 52

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Willis Johnson & Associates's STIP Position: Q3 2022 in Review

Willis Johnson & Associates sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 9,786 shares — an estimated $993K sold.

Willis Johnson & Associates first reported a position in STIP in Q1 2022 and held it in 2 quarters. The position peaked at $993K in Q2 2022. 627 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • Willis Johnson & Associates reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Willis Johnson & Associates sold 9,786 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $993K.
  • Willis Johnson & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 2 quarters.
  • Willis Johnson & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $993K in Q2 2022.
  • 627 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Willis Johnson & Associates's 13F filing for Q3 2022, filed 12 Oct 2022.