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

DB Wealth Management Group’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 Q4	$3.94K	Sell	40 -46	-53%	-$4.48K	﹤0.01%	324
2023 Q3	$8.34K	Hold	86	–	–	0.01%	289
2023 Q2	$8.39K	Buy	+86	New	+$8.46K	0.01%	287
2022 Q4	–	Sell	-27,743	Closed	-$2.67M	–	376
2022 Q3	$2.67M	Buy	27,743 +1,316	+5%	+$132K	1.9%	12
2022 Q2	$2.68M	Buy	26,427 +5,354	+25%	+$553K	1.83%	12
2022 Q1	$2.21M	Buy	21,073 +3,284	+18%	+$346K	1.33%	21
2021 Q4	$1.88M	Buy	17,789 +529	+3%	+$56.1K	1.11%	27
2021 Q3	$1.82M	Buy	17,260 +1,213	+8%	+$129K	1.17%	24
2021 Q2	$1.71M	Buy	16,047 +1,366	+9%	+$145K	1.09%	27
2021 Q1	$1.55M	Buy	14,681 +2,133	+17%	+$224K	1.06%	26
2020 Q4	$1.31M	Buy	+12,548	New	+$1.3M	0.97%	29

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

DB Wealth Management Group's STIP Position: Q4 2023 in Review

DB Wealth Management Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 53% in Q4 2023, selling an estimated $4.48K and leaving 40 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

DB Wealth Management Group first reported a position in STIP in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.68M in Q2 2022. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

DB Wealth Management Group held 40 shares of iShares 0-5 Year TIPS Bond ETF worth $3.94K as of Q4 2023.
DB Wealth Management Group sold 46 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $4.48K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #324 holding.
DB Wealth Management Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and has held it in 11 quarters since.
DB Wealth Management Group's iShares 0-5 Year TIPS Bond ETF position peaked at $2.68M in Q2 2022.
607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.