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

Campbell 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 Q2	–	Sell	-3,688	Closed	-$367K	–	91
2024 Q1	$367K	Sell	3,688 -29,076	-89%	-$2.87M	0.04%	56
2023 Q4	$3.23M	Buy	32,764 +609	+2%	+$59.3K	0.38%	20
2023 Q3	$3.12M	Sell	32,155 -465	-1%	-$45.2K	0.38%	21
2023 Q2	$3.18M	Buy	32,620 +1,281	+4%	+$126K	0.41%	19
2023 Q1	$3.11M	Sell	31,339 -341	-1%	-$33.3K	0.39%	21
2022 Q4	$3.07M	Sell	31,680 -6,063	-16%	-$589K	0.43%	19
2022 Q3	$3.63M	Sell	37,743 -646,295	-94%	-$64.7M	0.52%	19
2022 Q2	$69.4M	Buy	+684,038	New	+$70.6M	9.72%	3

Other funds holding STIP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Campbell Wealth Management's STIP Position: Q2 2024 in Review

Campbell Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 3,688 shares — an estimated $367K sold.

Campbell Wealth Management first reported a position in STIP in Q2 2022 and held it in 8 quarters. The position peaked at $69.4M in Q2 2022. 574 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

Campbell Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
Campbell Wealth Management sold 3,688 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $367K.
Campbell Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 8 quarters.
Campbell Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $69.4M in Q2 2022.
574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Campbell Wealth Management's 13F filing for Q2 2024, filed 7 Aug 2024.