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Baldwin Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Baldwin Wealth 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
Q4 		– Sell
-2
Closed -$203 – 904
2024
Q3 		$203 Sell
2
-2
-50% -$200 ﹤0.01% 1061
2024
Q2 		$398 Buy
+4
New +$397 ﹤0.01% 742

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Baldwin Wealth Partners's STIP Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 2 shares — an estimated $203 sold.

Baldwin Wealth Partners first reported a position in STIP in Q2 2024 and held it in 2 quarters. The position peaked at $398 in Q2 2024. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $203.
  • Baldwin Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $398 in Q2 2024.
  • 626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.