Windsor Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Windsor Capital Management’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 Q2	–	Sell	-2,647	Closed	-$277K	–	121
2022 Q1	$277K	Sell	2,647 -378	-12%	-$39.8K	0.09%	108
2021 Q4	$320K	Buy	3,025 +425	+16%	+$45K	0.1%	97
2021 Q3	$274K	Sell	2,600 -552	-18%	-$58.6K	0.09%	105
2021 Q2	$335K	Buy	3,152 +376	+14%	+$39.9K	0.11%	94
2021 Q1	$293K	Buy	2,776 +17	+0.6%	+$1.79K	0.1%	98
2020 Q4	$288K	Buy	2,759 +216	+8%	+$22.4K	0.11%	99
2020 Q3	$264K	Buy	+2,543	New	+$263K	0.11%	102
2020 Q1	–	Sell	-2,383	Closed	-$240K	–	121
2019 Q4	$240K	Buy	2,383 +247	+12%	+$24.8K	0.1%	111
2019 Q3	$214K	Buy	+2,136	New	+$214K	0.1%	114

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Windsor Capital Management's STIP Position: Q2 2022 in Review

Windsor Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2022, closing a stake of 2,647 shares — an estimated $277K sold.

Windsor Capital Management first reported a position in STIP in Q3 2019 and held it in 9 quarters. The position peaked at $335K in Q2 2021. 610 funds tracked by Wall St. Rank hold STIP as of Q2 2022.

Windsor Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
Windsor Capital Management sold 2,647 iShares 0-5 Year TIPS Bond ETF shares in Q2 2022, an estimated $277K.
Windsor Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and held it in 9 quarters.
Windsor Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $335K in Q2 2021.
610 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2022.

Based on Windsor Capital Management's 13F filing for Q2 2022, filed 14 Jul 2022.