CWM
STIP icon

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

Congress 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
2024
Q1 		– Sell
-2,796
Closed -$276K – 634
2023
Q4 		$276K Buy
2,796
+8
+0.3% +$779 0.01% 544
2023
Q3 		$270K Buy
+2,788
New +$271K 0.01% 538

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 22.9% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Congress Wealth Management's STIP Position: Q1 2024 in Review

Congress Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 2,796 shares — an estimated $276K sold.

Congress Wealth Management first reported a position in STIP in Q3 2023 and held it in 2 quarters. The position peaked at $276K in Q4 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Congress Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Congress Wealth Management sold 2,796 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $276K.
  • Congress Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and held it in 2 quarters.
  • Congress Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $276K in Q4 2023.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.