Carolinas Wealth Consulting’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Carolinas Wealth Consulting’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	-467	Closed	-$47.3K	–	1099
2024 Q3	$47.3K	Sell	467 -602	-56%	-$60.3K	0.01%	373
2024 Q2	$106K	Sell	1,069 -3,768	-78%	-$374K	0.02%	246
2024 Q1	$481K	Sell	4,837 -196	-4%	-$19.4K	0.09%	101
2023 Q4	$496K	Buy	5,033 +30	+0.6%	+$2.92K	0.11%	91
2023 Q3	$486K	Sell	5,003 -204	-4%	-$19.8K	0.12%	85
2023 Q2	$508K	Sell	5,207 -1,723	-25%	-$169K	0.1%	102
2023 Q1	$688K	Sell	6,930 -35,182	-84%	-$3.44M	0.15%	83
2022 Q4	$4.08M	Sell	42,112 -1,495	-3%	-$145K	0.92%	25
2022 Q3	$4.19M	Buy	43,607 +22,486	+106%	+$2.25M	1.06%	23
2022 Q2	$2.14M	Buy	21,121 +18,880	+842%	+$1.95M	0.53%	40
2022 Q1	$235K	Buy	+2,241	New	+$236K	0.05%	154

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carolinas Wealth Consulting's STIP Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 467 shares — an estimated $47.3K sold.

Carolinas Wealth Consulting first reported a position in STIP in Q1 2022 and held it in 11 quarters. The position peaked at $4.19M in Q3 2022. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

Carolinas Wealth Consulting reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 467 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $47.3K.
Carolinas Wealth Consulting first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 11 quarters.
Carolinas Wealth Consulting's iShares 0-5 Year TIPS Bond ETF position peaked at $4.19M in Q3 2022.
626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.