DWA
STIP icon

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

Divergent 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
Q2 		– Sell
-21,905
Closed -$2.17M – 31
2023
Q1 		$2.17M Sell
21,905
-5,358
-20% -$524K 0.51% 15
2022
Q4 		$2.64M Buy
+27,263
New +$2.65M 0.66% 15

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Divergent Wealth Advisors's STIP Position: Q2 2023 in Review

Divergent Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 21,905 shares — an estimated $2.17M sold.

Divergent Wealth Advisors first reported a position in STIP in Q4 2022 and held it in 2 quarters. The position peaked at $2.64M in Q4 2022. 608 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • Divergent Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Divergent Wealth Advisors sold 21,905 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $2.17M.
  • Divergent Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 2 quarters.
  • Divergent Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $2.64M in Q4 2022.
  • 608 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Divergent Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.