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Drake & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Drake & Associates’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
Q4 		– Sell
-89,983
Closed -$9.12M – 104
2024
Q3 		$9.12M Buy
89,983
+2,505
+3% +$251K 2.94% 14
2024
Q2 		$8.7M Buy
87,478
+1,638
+2% +$163K 3.12% 14
2024
Q1 		$8.54M Buy
85,840
+4,341
+5% +$429K 3.12% 13
2023
Q4 		$8.04M Buy
81,499
+69,304
+568% +$6.75M 3.29% 13
2023
Q3 		$1.18M Buy
12,195
+522
+4% +$50.7K 0.54% 19
2023
Q2 		$1.14M Buy
11,673
+519
+5% +$51.1K 0.51% 20
2023
Q1 		$1.11M Buy
11,154
+599
+6% +$58.5K 0.54% 19
2022
Q4 		$1.02M Buy
+10,555
New +$1.03M 0.54% 19

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Drake & Associates's STIP Position: Q4 2024 in Review

Drake & Associates sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 89,983 shares — an estimated $9.12M sold.

Drake & Associates first reported a position in STIP in Q4 2022 and held it in 8 quarters. The position peaked at $9.12M in Q3 2024. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Drake & Associates reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Drake & Associates sold 89,983 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $9.12M.
  • Drake & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 8 quarters.
  • Drake & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $9.12M in Q3 2024.
  • 626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Drake & Associates's 13F filing for Q4 2024, filed 10 Feb 2025.