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

Cetera Advisors’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 		$20.8M Buy
208,866
+161,405
+340% +$16M 0.16% 124
2023
Q4 		$4.68M Sell
47,461
-103,938
-69% -$10.1M 0.06% 295
2023
Q3 		$14.7M Sell
151,399
-173,277
-53% -$16.8M 0.23% 96
2023
Q2 		$31.7M Sell
324,676
-61,357
-16% -$6.04M 0.5% 40
2023
Q1 		$38.3M Buy
386,033
+29,099
+8% +$2.84M 0.64% 29
2022
Q4 		$34.6M Sell
356,934
-250,447
-41% -$24.3M 0.63% 28
2022
Q3 		$58.4M Sell
607,381
-299,542
-33% -$30M 1.54% 5
2022
Q2 		$92M Sell
906,923
-67,271
-7% -$6.95M 2.09% 3
2022
Q1 		$102M Buy
974,194
+445,180
+84% +$46.9M 2.04% 4
2021
Q4 		$56M Buy
529,014
+265,468
+101% +$28.1M 1.13% 11
2021
Q3 		$27.8M Buy
263,546
+71,388
+37% +$7.57M 0.54% 28
2021
Q2 		$20.4M Buy
192,158
+183,698
+2,171% +$19.5M 0.48% 33
2021
Q1 		$894K Buy
8,460
+1,450
+21% +$153K 0.02% 525
2020
Q4 		$732K Sell
7,010
-1,565
-18% -$162K 0.02% 501
2020
Q3 		$892K Buy
8,575
+375
+5% +$38.8K 0.03% 397
2020
Q2 		$840K Buy
+8,200
New +$832K 0.04% 397
2019
Q2 		– Sell
-1,331
Closed -$133K – 1254
2019
Q1 		$133K Buy
+1,331
New +$132K 0.01% 855
2018
Q4 		– Sell
-3,705
Closed -$368K – 958
2018
Q3 		$368K Sell
3,705
-105
-3% -$10.4K 0.02% 663
2018
Q2 		$380K Buy
3,810
+507
+15% +$50.5K 0.02% 591
2018
Q1 		$332K Buy
+3,303
New +$330K 0.02% 573

Other funds holding STIP

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
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Cetera Advisors's STIP Position: Q1 2024 in Review

Cetera Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 340% in Q1 2024, buying an estimated $16M and bringing the position to 208,866 shares worth $20.8M. The position accounts for 0.16% of the portfolio, ranked #124.

Cetera Advisors first reported a position in STIP in Q1 2018 and has held it in 20 quarters since. The position peaked at $102M in Q1 2022. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Cetera Advisors held 208,866 shares of iShares 0-5 Year TIPS Bond ETF worth $20.8M as of Q1 2024.
  • Cetera Advisors bought 161,405 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $16M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.16% of Cetera Advisors's portfolio in Q1 2024, its #124 holding.
  • Cetera Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 20 quarters since.
  • Cetera Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $102M in Q1 2022.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

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