EI
STIP icon

Ellevest Inc’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-13
Closed -$1.26K – 2056
2022
Q4 		$1.26K Buy
+13
New +$1.26K ﹤0.01% 1471
2021
Q2 		– Sell
-27
Closed -$3K – 1411
2021
Q1 		$3K Hold
27
– – ﹤0.01% 1012
2020
Q4 		$3K Hold
27
– – ﹤0.01% 932
2020
Q3 		$3K Hold
27
– – ﹤0.01% 858
2020
Q2 		$3K Buy
+27
New +$2.74K ﹤0.01% 845
2019
Q2 		– Sell
-26
Closed -$3K – 465
2019
Q1 		$3K Buy
+26
New +$2.57K ﹤0.01% 273

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ellevest Inc's STIP Position: Q1 2023 in Review

Ellevest Inc sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 13 shares — an estimated $1.26K sold.

Ellevest Inc first reported a position in STIP in Q1 2019 and held it in 6 quarters. The position peaked at $3K in Q1 2021. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • Ellevest Inc reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 13 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $1.26K.
  • Ellevest Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and held it in 6 quarters.
  • Ellevest Inc's iShares 0-5 Year TIPS Bond ETF position peaked at $3K in Q1 2021.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.