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Atticus Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Atticus Wealth Management’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
-13
Closed -$1.26K – 607
2023
Q3 		$1.26K Hold
13
– – ﹤0.01% 527
2023
Q2 		$1.27K Sell
13
-30
-70% -$2.95K ﹤0.01% 525
2023
Q1 		$4.27K Hold
43
– – ﹤0.01% 443
2022
Q4 		$4.17K Hold
43
– – ﹤0.01% 432
2022
Q3 		$4K Hold
43
– – ﹤0.01% 457
2022
Q2 		$4K Hold
43
– – ﹤0.01% 489
2022
Q1 		$5K Buy
+43
New +$4.53K ﹤0.01% 470

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atticus Wealth Management's STIP Position: Q4 2023 in Review

Atticus Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 13 shares — an estimated $1.26K sold.

Atticus Wealth Management first reported a position in STIP in Q1 2022 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • Atticus Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 13 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $1.26K.
  • Atticus Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 7 quarters.
  • Atticus Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $5K in Q1 2022.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.