BTG Pactual Global Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BTG Pactual Global Asset 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 Q1	$1.38M	Buy	+14,142	New	+$1.4M	0.23%	90

Other funds holding STIP

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

BTG Pactual Global Asset Management's STIP Position: Q1 2024 in Review

BTG Pactual Global Asset Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024: 14,142 shares worth $1.38M. The stake represents 0.23% of the portfolio and ranks #90 among its holdings.

574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

BTG Pactual Global Asset Management held 14,142 shares of iShares 0-5 Year TIPS Bond ETF worth $1.38M as of Q1 2024.
iShares 0-5 Year TIPS Bond ETF was a new BTG Pactual Global Asset Management position in Q1 2024.
iShares 0-5 Year TIPS Bond ETF made up 0.23% of BTG Pactual Global Asset Management's portfolio in Q1 2024, its #90 holding.
574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.