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Dynamic Advisor Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Dynamic Advisor Solutions’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
-2,453
Closed -$241K – 961
2023
Q4 		$241K Buy
2,453
+12
+0.5% +$1.17K 0.01% 781
2023
Q3 		$237K Hold
2,441
– – 0.01% 732
2023
Q2 		$238K Sell
2,441
-374
-13% -$36.8K 0.01% 691
2023
Q1 		$279K Sell
2,815
-154
-5% -$15.1K 0.02% 606
2022
Q4 		$288K Sell
2,969
-59
-2% -$5.73K 0.02% 561
2022
Q3 		$291K Sell
3,028
-5,115
-63% -$512K 0.02% 540
2022
Q2 		$826K Buy
8,143
+5,106
+168% +$527K 0.06% 286
2022
Q1 		$319K Sell
3,037
-2,608
-46% -$275K 0.02% 542
2021
Q4 		$598K Sell
5,645
-22,581
-80% -$2.39M 0.04% 385
2021
Q3 		$2.98M Buy
28,226
+1,552
+6% +$165K 0.22% 109
2021
Q2 		$2.84M Buy
26,674
+6,531
+32% +$694K 0.22% 112
2021
Q1 		$2.13M Buy
20,143
+14,424
+252% +$1.52M 0.2% 131
2020
Q4 		$597K Buy
5,719
+2,398
+72% +$249K 0.06% 331
2020
Q3 		$346K Buy
3,321
+1,100
+50% +$114K 0.04% 390
2020
Q2 		$227K Sell
2,221
-54
-2% -$5.48K 0.03% 446
2020
Q1 		$227K Sell
2,275
-39
-2% -$3.92K 0.04% 383
2019
Q4 		$233K Hold
2,314
– – 0.03% 468
2019
Q3 		$232K Hold
2,314
– – 0.04% 432
2019
Q2 		$233K Buy
+2,314
New +$232K 0.04% 420
2018
Q3 		– Sell
-2,135
Closed -$213K – 431
2018
Q2 		$213K Sell
2,135
-11,756
-85% -$1.17M 0.05% 360
2018
Q1 		$1.39M Buy
13,891
+2,227
+19% +$222K 0.36% 87
2017
Q4 		$1.17M Buy
+11,664
New +$1.17M 0.38% 88

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 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Dynamic Advisor Solutions's STIP Position: Q1 2024 in Review

Dynamic Advisor Solutions sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 2,453 shares — an estimated $241K sold.

Dynamic Advisor Solutions first reported a position in STIP in Q4 2017 and held it in 22 quarters. The position peaked at $2.98M in Q3 2021. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Dynamic Advisor Solutions reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,453 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $241K.
  • Dynamic Advisor Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and held it in 22 quarters.
  • Dynamic Advisor Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $2.98M in Q3 2021.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2024, filed 12 Apr 2024.