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

All Season 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
2024
Q3 		– Sell
-15,887
Closed -$1.58M – 109
2024
Q2 		$1.58M Buy
15,887
+1,025
+7% +$102K 1.43% 20
2024
Q1 		$1.48M Buy
14,862
+1,467
+11% +$145K 1.22% 21
2023
Q4 		$1.32M Buy
13,395
+2,894
+28% +$282K 1.12% 24
2023
Q3 		$1.02M Sell
10,501
-457
-4% -$44.4K 1.03% 26
2023
Q2 		$1.07M Buy
10,958
+2,971
+37% +$292K 0.96% 26
2023
Q1 		$793K Buy
7,987
+559
+8% +$54.6K 0.72% 32
2022
Q4 		$720K Buy
7,428
+873
+13% +$84.8K 0.64% 37
2022
Q3 		$630K Buy
6,555
+477
+8% +$47.8K 0.68% 28
2022
Q2 		$617K Buy
6,078
+812
+15% +$83.8K 0.53% 44
2022
Q1 		$553K Sell
5,266
-37,568
-88% -$3.96M 0.39% 54
2021
Q4 		$4.54M Buy
42,834
+20,914
+95% +$2.22M 3.15% 8
2021
Q3 		$2.31M Buy
+21,920
New +$2.33M 1.86% 15

Other funds holding STIP

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

All Season Financial Advisors's STIP Position: Q3 2024 in Review

All Season Financial Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2024, closing a stake of 15,887 shares — an estimated $1.58M sold.

All Season Financial Advisors first reported a position in STIP in Q3 2021 and held it in 12 quarters. The position peaked at $4.54M in Q4 2021. 571 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

  • All Season Financial Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • All Season Financial Advisors sold 15,887 iShares 0-5 Year TIPS Bond ETF shares in Q3 2024, an estimated $1.58M.
  • All Season Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 12 quarters.
  • All Season Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $4.54M in Q4 2021.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.