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

Capital Planning 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
2023
Q3 		– Sell
-7,930
Closed -$774K – 128
2023
Q2 		$774K Buy
+7,930
New +$780K 0.16% 77

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Capital Planning Advisors's STIP Position: Q3 2023 in Review

Capital Planning Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 7,930 shares — an estimated $774K sold.

Capital Planning Advisors first reported a position in STIP in Q2 2023 and held it in 1 quarter. The position peaked at $774K in Q2 2023. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Capital Planning Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Capital Planning Advisors sold 7,930 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $774K.
  • Capital Planning Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and held it in 1 quarter.
  • Capital Planning Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $774K in Q2 2023.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Capital Planning Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.