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

Archvest 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
2024 Q4	–	Sell	-8,009	Closed	-$811K	–	70
2024 Q3	$811K	Sell	8,009 -2,032	-20%	-$204K	0.52%	36
2024 Q2	$994K	Buy	10,041 +1,232	+14%	+$122K	0.66%	31
2024 Q1	$873K	Hold	8,809	–	–	0.62%	23
2023 Q4	$868K	Sell	8,809 -12,351	-58%	-$1.2M	0.65%	22
2023 Q3	$2.05M	Buy	21,160 +11,175	+112%	+$1.09M	1.67%	16
2023 Q2	$975K	Buy	9,985 +1,109	+12%	+$109K	0.8%	21
2023 Q1	$881K	Buy	8,876 +205	+2%	+$20K	0.78%	22
2022 Q4	$841K	Buy	8,671 +300	+4%	+$29.1K	0.83%	21
2022 Q3	$805K	Buy	+8,371	New	+$838K	0.83%	20

Other funds holding STIP

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

3AM

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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Archvest Wealth Advisors's STIP Position: Q4 2024 in Review

Archvest Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 8,009 shares — an estimated $811K sold.

Archvest Wealth Advisors first reported a position in STIP in Q3 2022 and held it in 9 quarters. The position peaked at $2.05M in Q3 2023. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

Archvest Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
Archvest Wealth Advisors sold 8,009 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $811K.
Archvest Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 9 quarters.
Archvest Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $2.05M in Q3 2023.
626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Archvest Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.