Elwood & Goetz Wealth Advisory Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	-18,205	Closed	-$1.81M	–	89
2024 Q1	$1.81M	Sell	18,205 -22,689	-55%	-$2.24M	0.44%	28
2023 Q4	$4.03M	Sell	40,894 -427	-1%	-$41.6K	0.85%	22
2023 Q3	$4M	Sell	41,321 -8,153	-16%	-$792K	0.93%	21
2023 Q2	$4.83M	Sell	49,474 -1,137	-2%	-$112K	1.1%	17
2023 Q1	$5.02M	Sell	50,611 -1,949	-4%	-$191K	1.2%	16
2022 Q4	$5.1M	Buy	52,560 +11,947	+29%	+$1.16M	1.55%	17
2022 Q3	$3.9M	Buy	+40,613	New	+$4.07M	1.32%	19

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

Elwood & Goetz Wealth Advisory Group's STIP Position: Q2 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 18,205 shares — an estimated $1.81M sold.

Elwood & Goetz Wealth Advisory Group first reported a position in STIP in Q3 2022 and held it in 7 quarters. The position peaked at $5.1M in Q4 2022. 575 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

Elwood & Goetz Wealth Advisory Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 18,205 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $1.81M.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 7 quarters.
Elwood & Goetz Wealth Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $5.1M in Q4 2022.
575 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2024, filed 30 Jul 2024.