Eldridge Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Eldridge Investment 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 Q2	–	Sell	-5,500	Closed	-$547K	–	148
2024 Q1	$547K	Buy	+5,500	New	+$544K	0.14%	100
2023 Q2	–	Sell	-4,400	Closed	-$437K	–	151
2023 Q1	$437K	Buy	+4,400	New	+$430K	0.15%	88
2020 Q1	–	Sell	-5,520	Closed	-$556K	–	99
2019 Q4	$556K	Buy	5,520 +2,520	+84%	+$253K	0.27%	56
2019 Q3	$300K	Buy	+3,000	New	+$301K	0.15%	70
2018 Q4	–	Sell	-3,000	Closed	-$296K	–	87
2018 Q3	$296K	Sell	3,000 -11,500	-79%	-$1.14M	0.19%	53
2018 Q2	$1.44M	Buy	14,500 +5,000	+53%	+$498K	1.02%	19
2018 Q1	$951K	Sell	9,500 -1,000	-10%	-$99.8K	0.71%	23
2017 Q4	$1.05M	Buy	+10,500	New	+$1.05M	0.81%	21

Other funds holding STIP

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Eldridge Investment Advisors's STIP Position: Q2 2024 in Review

Eldridge Investment Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 5,500 shares — an estimated $547K sold.

Eldridge Investment Advisors first reported a position in STIP in Q4 2017 and held it in 8 quarters. The position peaked at $1.44M in Q2 2018. 575 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

Eldridge Investment Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
Eldridge Investment Advisors sold 5,500 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $547K.
Eldridge Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and held it in 8 quarters.
Eldridge Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.44M in Q2 2018.
575 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Eldridge Investment Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.