Cetera Advisor Networks’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cetera Advisor Networks’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 Q1	$10.5M	Buy	105,653 +4,738	+5%	+$468K	0.05%	371
2023 Q4	$9.95M	Sell	100,915 -1,995	-2%	-$194K	0.06%	346
2023 Q3	$9.97M	Sell	102,910 -3,600	-3%	-$350K	0.06%	309
2023 Q2	$10.4M	Buy	106,510 +52,740	+98%	+$5.19M	0.07%	288
2023 Q1	$5.34M	Sell	53,770 -9,147	-15%	-$894K	0.04%	447
2022 Q4	$6.1M	Sell	62,917 -360,841	-85%	-$35.1M	0.05%	384
2022 Q3	$40.7M	Buy	423,758 +33,788	+9%	+$3.38M	0.51%	24
2022 Q2	$39.6M	Buy	389,970 +374,989	+2,503%	+$38.7M	0.51%	25
2022 Q1	$1.57M	Sell	14,981 -37	-0.2%	-$3.9K	0.02%	714
2021 Q4	$1.59M	Buy	15,018 +7,219	+93%	+$765K	0.02%	696
2021 Q3	$824K	Buy	7,799 +5,231	+204%	+$555K	0.01%	940
2021 Q2	$273K	Buy	+2,568	New	+$273K	﹤0.01%	1566
2020 Q3	–	Sell	-50	Closed	-$5K	–	2806
2020 Q2	$5K	Buy	+50	New	+$5.07K	﹤0.01%	2994

Other funds holding STIP

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Cetera Advisor Networks's STIP Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.7% in Q1 2024, buying an estimated $468K and bringing the position to 105,653 shares worth $10.5M. The position accounts for 0.05% of the portfolio, ranked #371.

Cetera Advisor Networks first reported a position in STIP in Q2 2020 and has held it in 13 quarters since. The position peaked at $40.7M in Q3 2022. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

Cetera Advisor Networks held 105,653 shares of iShares 0-5 Year TIPS Bond ETF worth $10.5M as of Q1 2024.
Cetera Advisor Networks bought 4,738 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $468K.
iShares 0-5 Year TIPS Bond ETF made up 0.05% of Cetera Advisor Networks's portfolio in Q1 2024, its #371 holding.
Cetera Advisor Networks first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2020 and has held it in 13 quarters since.
Cetera Advisor Networks's iShares 0-5 Year TIPS Bond ETF position peaked at $40.7M in Q3 2022.
574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.