CCP
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Carmel Capital Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-200
Closed -$19.4K – 619
2023
Q3 		$19.4K Hold
200
– – 0.01% 352
2023
Q2 		$19.5K Hold
200
– – 0.01% 255
2023
Q1 		$19.8K Buy
+200
New +$19.5K 0.01% 290

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NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carmel Capital Partners's STIP Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 200 shares — an estimated $19.4K sold.

Carmel Capital Partners first reported a position in STIP in Q1 2023 and held it in 3 quarters. The position peaked at $19.8K in Q1 2023. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • Carmel Capital Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 200 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $19.4K.
  • Carmel Capital Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $19.8K in Q1 2023.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.