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Beacon Capital Management LLC (Tennessee)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q4 		– Sell
-252
Closed -$24.6K – 1039
2023
Q3 		$24.6K Hold
252
– – 0.01% 377
2023
Q2 		$24.6K Buy
+252
New +$24.8K 0.01% 377

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Beacon Capital Management LLC (Tennessee)'s STIP Position: Q4 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 252 shares — an estimated $24.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in STIP in Q2 2023 and held it in 2 quarters. The position peaked at $24.6K in Q3 2023. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 252 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $24.6K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares 0-5 Year TIPS Bond ETF position peaked at $24.6K in Q3 2023.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2023, filed 9 Jan 2024.