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

Beacon Bridge 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
2023
Q3 		– Sell
-2,907
Closed -$284K – 102
2023
Q2 		$284K Buy
2,907
+65
+2% +$6.39K 0.15% 67
2023
Q1 		$282K Buy
2,842
+370
+15% +$36.2K 0.17% 67
2022
Q4 		$240K Buy
+2,472
New +$240K 0.17% 81

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Beacon Bridge Wealth Partners's STIP Position: Q3 2023 in Review

Beacon Bridge Wealth Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 2,907 shares — an estimated $284K sold.

Beacon Bridge Wealth Partners first reported a position in STIP in Q4 2022 and held it in 3 quarters. The position peaked at $284K in Q2 2023. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Beacon Bridge Wealth Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 2,907 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $284K.
  • Beacon Bridge Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 3 quarters.
  • Beacon Bridge Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $284K in Q2 2023.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Beacon Bridge Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.