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Aviance Capital Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Aviance Capital Partners’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
Q2 		– Sell
-2,358
Closed -$234K – 331
2024
Q1 		$234K Hold
2,358
– – 0.03% 286
2023
Q4 		$232K Hold
2,358
– – 0.05% 224
2023
Q3 		$229K Hold
2,358
– – 0.05% 225
2023
Q2 		$230K Hold
2,358
– – 0.05% 236
2023
Q1 		$234K Sell
2,358
-222
-9% -$21.7K 0.05% 237
2022
Q4 		$250K Sell
2,580
-84
-3% -$8.16K 0.06% 243
2022
Q3 		$256K Hold
2,664
– – 0.06% 223
2022
Q2 		$270K Buy
+2,664
New +$275K 0.06% 227

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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

Aviance Capital Partners's STIP Position: Q2 2024 in Review

Aviance Capital Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 2,358 shares — an estimated $234K sold.

Aviance Capital Partners first reported a position in STIP in Q2 2022 and held it in 8 quarters. The position peaked at $270K in Q2 2022. 575 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

  • Aviance Capital Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Aviance Capital Partners sold 2,358 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $234K.
  • Aviance Capital Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 8 quarters.
  • Aviance Capital Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $270K in Q2 2022.
  • 575 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Aviance Capital Partners's 13F filing for Q2 2024, filed 9 Aug 2024.