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

Clearview Wealth 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
2023
Q3 		– Sell
-467
Closed -$45.6K – 561
2023
Q2 		$45.6K Sell
467
-45
-9% -$4.43K 0.05% 199
2023
Q1 		$50.8K Sell
512
-265
-34% -$25.9K 0.05% 199
2022
Q4 		$75.3K Sell
777
-562
-42% -$54.6K 0.06% 139
2022
Q3 		$129K Sell
1,339
-185
-12% -$18.5K 0.1% 96
2022
Q2 		$155K Sell
1,524
-1,251
-45% -$129K 0.12% 92
2022
Q1 		$291K Sell
2,775
-7,923
-74% -$834K 0.19% 78
2021
Q4 		$1.13M Buy
10,698
+3,622
+51% +$384K 0.69% 34
2021
Q3 		$747K Buy
7,076
+1,501
+27% +$159K 0.47% 46
2021
Q2 		$593K Buy
5,575
+3,603
+183% +$383K 0.37% 62
2021
Q1 		$208K Buy
+1,972
New +$207K 0.14% 110

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 22.96% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Clearview Wealth Advisors's STIP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 467 shares — an estimated $45.6K sold.

Clearview Wealth Advisors first reported a position in STIP in Q1 2021 and held it in 10 quarters. The position peaked at $1.13M in Q4 2021. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 467 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $45.6K.
  • Clearview Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and held it in 10 quarters.
  • Clearview Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.13M in Q4 2021.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.