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Castleview Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Castleview 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
2025
Q2 		– Sell
-2,313
Closed -$239K – 192
2025
Q1 		$239K Buy
+2,313
New +$236K 0.16% 153
2024
Q3 		– Sell
-13
Closed -$1.29K – 876
2024
Q2 		$1.29K Hold
13
– – ﹤0.01% 786
2024
Q1 		$1.29K Hold
13
– – ﹤0.01% 777
2023
Q4 		$1.28K Buy
+13
New +$1.27K ﹤0.01% 746
2022
Q3 		– Sell
-1,572
Closed -$74.5K – 747
2022
Q2 		$74.5K Buy
1,572
+1,333
+558% +$138K 0.06% 243
2022
Q1 		$25K Sell
239
-16,384
-99% -$1.73M 0.02% 408
2021
Q4 		$157 Buy
+16,623
New +$1.76M ﹤0.01% 728
2021
Q2 		$9K Buy
+84
New +$8.92K ﹤0.01% 723

Other funds holding STIP

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return