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

Acorn 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
-3,323
Closed -$322K – 195
2023
Q3 		$322K Sell
3,323
-3,831
-54% -$372K 0.21% 106
2023
Q2 		$698K Sell
7,154
-1,667
-19% -$164K 0.48% 47
2023
Q1 		$875K Sell
8,821
-1,716
-16% -$168K 0.65% 39
2022
Q4 		$1.02M Sell
10,537
-1,792
-15% -$174K 0.78% 31
2022
Q3 		$1.19M Buy
12,329
+535
+5% +$53.6K 0.97% 24
2022
Q2 		$1.2M Sell
11,794
-1,072
-8% -$111K 0.94% 23
2022
Q1 		$1.35M Sell
12,866
-193
-1% -$20.3K 0.93% 24
2021
Q4 		$1.38M Buy
13,059
+941
+8% +$99.7K 0.88% 28
2021
Q3 		$1.28M Buy
12,118
+980
+9% +$104K 0.9% 29
2021
Q2 		$1.18M Buy
11,138
+6,097
+121% +$647K 0.82% 28
2021
Q1 		$533K Buy
5,041
+2,970
+143% +$312K 0.38% 66
2020
Q4 		$216K Buy
2,071
+18
+0.9% +$1.87K 0.17% 136
2020
Q3 		$214K Buy
+2,053
New +$212K 0.19% 116
2018
Q3 		– Sell
-2,114
Closed -$210K – 395
2018
Q2 		$210K Buy
2,114
+13
+0.6% +$1.29K 0.18% 107
2018
Q1 		$210K Buy
2,101
+485
+30% +$48.4K 0.18% 109
2017
Q4 		$161K Buy
+1,616
New +$162K 0.15% 118

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

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

Acorn Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 3,323 shares — an estimated $322K sold.

Acorn Wealth Advisors first reported a position in STIP in Q4 2017 and held it in 16 quarters. The position peaked at $1.38M in Q4 2021. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • Acorn Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Acorn Wealth Advisors sold 3,323 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $322K.
  • Acorn Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and held it in 16 quarters.
  • Acorn Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.38M in Q4 2021.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Acorn Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.