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Brass Tax Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Brass Tax Wealth Management’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
Q3 		– Sell
-87,478
Closed -$8.7M – 236
2024
Q2 		$8.7M Buy
+87,478
New +$8.68M 1.7% 20

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Brass Tax Wealth Management's STIP Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2024, closing a stake of 87,478 shares — an estimated $8.7M sold.

Brass Tax Wealth Management first reported a position in STIP in Q2 2024 and held it in 1 quarter. The position peaked at $8.7M in Q2 2024. 571 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 87,478 iShares 0-5 Year TIPS Bond ETF shares in Q3 2024, an estimated $8.7M.
  • Brass Tax Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $8.7M in Q2 2024.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.