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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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return