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

Delos 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
2024
Q1 		– Sell
-297
Closed -$29.3K – 453
2023
Q4 		$29.3K Hold
297
– – 0.04% 78
2023
Q3 		$28.9K Buy
+297
New +$28.9K 0.04% 88

Other funds holding STIP

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Delos Wealth Advisors's STIP Position: Q1 2024 in Review

Delos Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 297 shares — an estimated $29.3K sold.

Delos Wealth Advisors first reported a position in STIP in Q3 2023 and held it in 2 quarters. The position peaked at $29.3K in Q4 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Delos Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 297 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $29.3K.
  • Delos Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and held it in 2 quarters.
  • Delos Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $29.3K in Q4 2023.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.