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Capital Performance Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-5
Closed -$507 – 2362
2024
Q3 		$507 Buy
+5
New +$501 ﹤0.01% 2248

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Capital Performance Advisors's STIP Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 5 shares — an estimated $507 sold.

Capital Performance Advisors first reported a position in STIP in Q3 2024 and held it in 1 quarter. The position peaked at $507 in Q3 2024. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Capital Performance Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 5 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $507.
  • Capital Performance Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $507 in Q3 2024.
  • 626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.