BFEC
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Benjamin F. Edwards & Company’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Benjamin F. Edwards & Company’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 		$2K Hold
20
– – ﹤0.01% 2063
2024
Q1 		$2K Sell
20
-202
-91% -$20K ﹤0.01% 2045
2023
Q4 		$22K Buy
+222
New +$21.6K ﹤0.01% 1470
2023
Q2 		– Sell
-78
Closed -$8K – 1840
2023
Q1 		$8K Sell
78
-160
-67% -$15.6K ﹤0.01% 1457
2022
Q4 		$23K Buy
238
+4
+2% +$389 ﹤0.01% 1250
2022
Q3 		$22K Buy
234
+156
+200% +$15.6K ﹤0.01% 1238
2022
Q2 		$8K Hold
78
– – ﹤0.01% 1444
2022
Q1 		$8K Sell
78
-145
-65% -$15.3K ﹤0.01% 1430
2021
Q4 		$24K Hold
223
– – ﹤0.01% 1204
2021
Q3 		$24K Buy
223
+78
+54% +$8.28K ﹤0.01% 1190
2021
Q2 		$15K Hold
145
– – ﹤0.01% 1291
2021
Q1 		$15K Hold
145
– – ﹤0.01% 1275
2020
Q4 		$15K Buy
+145
New +$15K ﹤0.01% 1205
2015
Q3 		– Sell
-310
Closed -$31K – 1192
2015
Q2 		$31K Hold
310
– – 0.01% 684
2015
Q1 		$31K Hold
310
– – 0.01% 667
2014
Q4 		$31K Hold
310
– – 0.01% 595
2014
Q3 		$31K Hold
310
– – 0.01% 576
2014
Q2 		$32K Hold
310
– – 0.01% 537
2014
Q1 		$31K Hold
310
– – 0.01% 512
2013
Q4 		$31K Hold
310
– – 0.01% 487
2013
Q3 		$31K Hold
310
– – 0.01% 456
2013
Q2 		$31K Buy
+310
New +$31.7K 0.01% 419

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

Benjamin F. Edwards & Company's STIP Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2024 at 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Benjamin F. Edwards & Company first reported a position in STIP in Q2 2013 and has held it in 22 quarters since. The position peaked at $32K in Q2 2014. 575 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

  • Benjamin F. Edwards & Company held 20 shares of iShares 0-5 Year TIPS Bond ETF worth $2K as of Q2 2024.
  • Benjamin F. Edwards & Company left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2024.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2063 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and has held it in 22 quarters since.
  • Benjamin F. Edwards & Company's iShares 0-5 Year TIPS Bond ETF position peaked at $32K in Q2 2014.
  • 575 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.