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

Wipfli 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
Q3 		$11.2M Buy
116,942
+51,612
+79% +$5.17M 0.79% 17
2022
Q2 		$6.63M Sell
65,330
-1,529
-2% -$158K 0.72% 19
2022
Q1 		$7.02M Buy
+66,859
New +$7.04M 0.71% 17

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

Wipfli Financial Advisors's STIP Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 79% in Q3 2022, buying an estimated $5.17M and bringing the position to 116,942 shares worth $11.2M. The position accounts for 0.79% of the portfolio, ranked #17.

Wipfli Financial Advisors first reported a position in STIP in Q1 2022 and has held it in 3 quarters since. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • Wipfli Financial Advisors held 116,942 shares of iShares 0-5 Year TIPS Bond ETF worth $11.2M as of Q3 2022.
  • Wipfli Financial Advisors bought 51,612 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $5.17M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.79% of Wipfli Financial Advisors's portfolio in Q3 2022, its #17 holding.
  • Wipfli Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.