EisnerAmper Wealth Management Corporate Benefits’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	$1.46M	Sell	14,754 -281	-2%	-$27.4K	0.53%	41
2023 Q3	$1.46M	Sell	15,035 -16,870	-53%	-$1.64M	0.65%	39
2023 Q2	$3.11M	Sell	31,905 -252	-0.8%	-$24.8K	1.49%	20
2023 Q1	$3.19M	Buy	32,157 +12,928	+67%	+$1.26M	1.54%	21
2022 Q4	$1.86M	Sell	19,229 -9,611	-33%	-$934K	0.95%	25
2022 Q3	$2.77M	Buy	28,840 +164	+0.6%	+$16.4K	1.58%	23
2022 Q2	$2.91M	Buy	28,676 +3,406	+13%	+$352K	1.54%	22
2022 Q1	$2.65M	Buy	25,270 +2,662	+12%	+$280K	1.27%	25
2021 Q4	$2.39M	Buy	22,608 +5,564	+33%	+$590K	1.09%	26
2021 Q3	$1.8M	Buy	+17,044	New	+$1.81M	0.91%	26

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

EisnerAmper Wealth Management Corporate Benefits's STIP Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.9% in Q4 2023, selling an estimated $27.4K and leaving 14,754 shares worth $1.46M. The position accounts for 0.53% of the portfolio, ranked #41.

EisnerAmper Wealth Management Corporate Benefits first reported a position in STIP in Q3 2021 and has held it in 10 quarters since. The position peaked at $3.19M in Q1 2023. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 14,754 shares of iShares 0-5 Year TIPS Bond ETF worth $1.46M as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits sold 281 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $27.4K.
iShares 0-5 Year TIPS Bond ETF made up 0.53% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #41 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 10 quarters since.
EisnerAmper Wealth Management Corporate Benefits's iShares 0-5 Year TIPS Bond ETF position peaked at $3.19M in Q1 2023.
607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.