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Axiom Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Axiom Advisory’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 		$323K Buy
3,200
+68
+2% +$6.81K ﹤0.01% 251
2024
Q2 		$311K Buy
+3,132
New +$311K ﹤0.01% 248

Other funds holding STIP

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Axiom Advisory's STIP Position: Q3 2024 in Review

Axiom Advisory increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.2% in Q3 2024, buying an estimated $6.81K and bringing the position to 3,200 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Axiom Advisory first reported a position in STIP in Q2 2024 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

  • Axiom Advisory held 3,200 shares of iShares 0-5 Year TIPS Bond ETF worth $323K as of Q3 2024.
  • Axiom Advisory bought 68 iShares 0-5 Year TIPS Bond ETF shares in Q3 2024, an estimated $6.81K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #251 holding.
  • Axiom Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 570 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.