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Bank of New Hampshire’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bank of New Hampshire’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
Q1 		– Sell
-710
Closed -$70K – 498
2023
Q4 		$70K Hold
710
– – 0.02% 285
2023
Q3 		$68.8K Hold
710
– – 0.02% 280
2023
Q2 		$69.3K Hold
710
– – 0.02% 282
2023
Q1 		$70.5K Hold
710
– – 0.02% 280
2022
Q4 		$69K Hold
710
– – 0.02% 283
2022
Q3 		$68K Hold
710
– – 0.02% 287
2022
Q2 		$72K Hold
710
– – 0.02% 285
2022
Q1 		$75K Buy
+710
New +$74.8K 0.02% 300

Other funds holding STIP

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Bank of New Hampshire's STIP Position: Q1 2024 in Review

Bank of New Hampshire sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 710 shares — an estimated $70K sold.

Bank of New Hampshire first reported a position in STIP in Q1 2022 and held it in 8 quarters. The position peaked at $75K in Q1 2022. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Bank of New Hampshire reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of New Hampshire sold 710 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $70K.
  • Bank of New Hampshire first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 8 quarters.
  • Bank of New Hampshire's iShares 0-5 Year TIPS Bond ETF position peaked at $75K in Q1 2022.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Bank of New Hampshire's 13F filing for Q1 2024, filed 10 Apr 2024.