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Buckingham Strategic Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Buckingham Strategic 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
2024
Q2 		$2.84M Buy
28,561
+1,012
+4% +$100K 0.03% 198
2024
Q1 		$2.74M Buy
27,549
+2,255
+9% +$223K 0.03% 203
2023
Q4 		$2.49M Buy
25,294
+814
+3% +$79.3K 0.03% 207
2023
Q3 		$2.37M Sell
24,480
-4,982
-17% -$484K 0.03% 200
2023
Q2 		$2.88M Buy
29,462
+10,186
+53% +$1M 0.04% 186
2023
Q1 		$1.87M Hold
19,276
– – 0.03% 191
2022
Q4 		$1.87M Sell
19,276
-2,385
-11% -$232K 0.03% 191
2022
Q3 		$2.08M Buy
21,661
+4,249
+24% +$426K 0.04% 168
2022
Q2 		$1.77M Sell
17,412
-153
-0.9% -$15.8K 0.03% 186
2022
Q1 		$1.84M Buy
17,565
+1,541
+10% +$162K 0.04% 186
2021
Q4 		$1.7M Buy
16,024
+4,087
+34% +$433K 0.03% 202
2021
Q3 		$1.26M Buy
11,937
+4,278
+56% +$454K 0.03% 231
2021
Q2 		$814K Buy
7,659
+2,746
+56% +$292K 0.02% 271
2021
Q1 		$519K Buy
+4,913
New +$517K 0.03% 322

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

Buckingham Strategic Wealth's STIP Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.7% in Q2 2024, buying an estimated $100K and bringing the position to 28,561 shares worth $2.84M. The position accounts for 0.03% of the portfolio, ranked #198.

Buckingham Strategic Wealth first reported a position in STIP in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.88M in Q2 2023. 575 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

  • Buckingham Strategic Wealth held 28,561 shares of iShares 0-5 Year TIPS Bond ETF worth $2.84M as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,012 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $100K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #198 holding.
  • Buckingham Strategic Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 14 quarters since.
  • Buckingham Strategic Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $2.88M in Q2 2023.
  • 575 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.