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180 Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

180 Wealth 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
2023
Q4 		– Sell
-3,942
Closed -$382K – 395
2023
Q3 		$382K Sell
3,942
-4,301
-52% -$418K 0.09% 223
2023
Q2 		$801K Sell
8,243
-3,320
-29% -$327K 0.18% 128
2023
Q1 		$1.15M Sell
11,563
-725
-6% -$70.9K 0.27% 97
2022
Q4 		$1.2M Sell
12,288
-4,801
-28% -$466K 0.28% 97
2022
Q3 		$1.64M Sell
17,089
-1,328
-7% -$133K 0.45% 66
2022
Q2 		$1.88M Sell
18,417
-685
-4% -$70.7K 0.48% 63
2022
Q1 		$1.99M Sell
19,102
-1,000
-5% -$105K 0.43% 64
2021
Q4 		$2.11M Sell
20,102
-720
-3% -$76.3K 0.47% 60
2021
Q3 		$2.2M Sell
20,822
-403
-2% -$42.8K 0.48% 54
2021
Q2 		$2.25M Sell
21,225
-335
-2% -$35.6K 0.51% 49
2021
Q1 		$2.3M Sell
21,560
-2,191
-9% -$230K 0.57% 42
2020
Q4 		$2.49M Buy
23,751
+146
+0.6% +$15.1K 0.72% 28
2020
Q3 		$2.45M Buy
23,605
+4,014
+20% +$415K 0.92% 20
2020
Q2 		$2.01M Buy
19,591
+8,081
+70% +$820K 0.8% 27
2020
Q1 		$1.16M Buy
11,510
+3,128
+37% +$314K 0.6% 41
2019
Q4 		$845K Buy
8,382
+2,502
+43% +$251K 0.34% 85
2019
Q3 		$588K Buy
5,880
+2,082
+55% +$209K 0.26% 103
2019
Q2 		$380K Buy
3,798
+1,470
+63% +$147K 0.17% 148
2019
Q1 		$232K Sell
2,328
-4,044
-63% -$400K 0.11% 223
2018
Q4 		$629K Sell
6,372
-156
-2% -$15.3K 0.29% 101
2018
Q3 		$645K Sell
6,528
-331
-5% -$32.8K 0.3% 100
2018
Q2 		$684K Buy
6,859
+2,037
+42% +$203K 0.34% 92
2018
Q1 		$485K Buy
4,822
+2,143
+80% +$214K 0.25% 119
2017
Q4 		$268K Buy
+2,679
New +$269K 0.14% 183

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

180 Wealth Advisors's STIP Position: Q4 2023 in Review

180 Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 3,942 shares — an estimated $382K sold.

180 Wealth Advisors first reported a position in STIP in Q4 2017 and held it in 24 quarters. The position peaked at $2.49M in Q4 2020. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • 180 Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • 180 Wealth Advisors sold 3,942 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $382K.
  • 180 Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and held it in 24 quarters.
  • 180 Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $2.49M in Q4 2020.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on 180 Wealth Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.