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

Cassady Schiller 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
2023
Q3 		– Sell
-247
Closed -$24.1K – 479
2023
Q2 		$24.1K Hold
247
– – 0.01% 269
2023
Q1 		$24.5K Buy
+247
New +$24.1K 0.01% 259

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 22.9% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Cassady Schiller Wealth Management's STIP Position: Q3 2023 in Review

Cassady Schiller Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 247 shares — an estimated $24.1K sold.

Cassady Schiller Wealth Management first reported a position in STIP in Q1 2023 and held it in 2 quarters. The position peaked at $24.5K in Q1 2023. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Cassady Schiller Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 247 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $24.1K.
  • Cassady Schiller Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and held it in 2 quarters.
  • Cassady Schiller Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $24.5K in Q1 2023.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.