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Brandywine Oak Private Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Brandywine Oak Private Wealth’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
-8,841
Closed -$857K – 235
2023
Q3 		$857K Sell
8,841
-252,296
-97% -$24.5M 0.1% 104
2023
Q2 		$25.5M Buy
261,137
+9,537
+4% +$938K 2.85% 8
2023
Q1 		$25M Sell
251,600
-823
-0.3% -$80.4K 2.91% 8
2022
Q4 		$24.5M Sell
252,423
-159,175
-39% -$15.5M 3.04% 7
2022
Q3 		$39.6M Sell
411,598
-3,954
-1% -$396K 5.37% 5
2022
Q2 		$42.1M Sell
415,552
-27,919
-6% -$2.88M 5.39% 5
2022
Q1 		$46.6M Sell
443,471
-24,379
-5% -$2.57M 5.33% 2
2021
Q4 		$49.4M Buy
467,850
+13,230
+3% +$1.4M 5.4% 3
2021
Q3 		$48M Buy
454,620
+8,667
+2% +$920K 5.58% 3
2021
Q2 		$47.4M Buy
+445,953
New +$47.4M 5.53% 1
2020
Q2 		– Sell
-217,093
Closed -$21.7M – 266
2020
Q1 		$21.7M Sell
217,093
-29,762
-12% -$2.99M 4.48% 7
2019
Q4 		$24.9M Buy
+246,855
New +$24.8M 4.52% 6

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brandywine Oak Private Wealth's STIP Position: Q4 2023 in Review

Brandywine Oak Private Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 8,841 shares — an estimated $857K sold.

Brandywine Oak Private Wealth first reported a position in STIP in Q4 2019 and held it in 12 quarters. The position peaked at $49.4M in Q4 2021. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • Brandywine Oak Private Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 8,841 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $857K.
  • Brandywine Oak Private Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 12 quarters.
  • Brandywine Oak Private Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $49.4M in Q4 2021.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2023, filed 5 Feb 2024.