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

Baker Tilly 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
2024
Q2 		– Sell
-6,337
Closed -$630K – 401
2024
Q1 		$630K Sell
6,337
-753
-11% -$74.4K 0.11% 198
2023
Q4 		$699K Sell
7,090
-257
-3% -$25K 0.11% 198
2023
Q3 		$712K Sell
7,347
-10,905
-60% -$1.06M 0.12% 177
2023
Q2 		$1.78M Buy
18,252
+1,197
+7% +$118K 0.19% 119
2023
Q1 		$1.69M Buy
17,055
+5,134
+43% +$502K 0.19% 114
2022
Q4 		$1.16M Sell
11,921
-3,560
-23% -$346K 0.14% 165
2022
Q3 		$1.49M Buy
15,481
+450
+3% +$45.1K 0.2% 104
2022
Q2 		$1.52M Buy
15,031
+236
+2% +$24.4K 0.2% 106
2022
Q1 		$1.55M Buy
14,795
+493
+3% +$51.9K 0.17% 117
2021
Q4 		$1.51M Buy
14,302
+5,190
+57% +$550K 0.16% 131
2021
Q3 		$963K Buy
+9,112
New +$967K 0.13% 173

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

Baker Tilly Wealth Management's STIP Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 6,337 shares — an estimated $630K sold.

Baker Tilly Wealth Management first reported a position in STIP in Q3 2021 and held it in 11 quarters. The position peaked at $1.78M in Q2 2023. 575 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,337 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $630K.
  • Baker Tilly Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 11 quarters.
  • Baker Tilly Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.78M in Q2 2023.
  • 575 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.