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

Endurance Wealth Management’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 Q2	$14K	Hold	148	–	–	﹤0.01%	468
2023 Q1	$15K	Hold	148	–	–	﹤0.01%	465
2022 Q4	$14K	Hold	148	–	–	﹤0.01%	447
2022 Q3	$14K	Hold	148	–	–	﹤0.01%	447
2022 Q2	$15K	Hold	148	–	–	﹤0.01%	449
2022 Q1	$16K	Hold	148	–	–	﹤0.01%	478
2021 Q4	$16K	Hold	148	–	–	﹤0.01%	471
2021 Q3	$16K	Hold	148	–	–	﹤0.01%	491
2021 Q2	$15K	Hold	148	–	–	﹤0.01%	494
2021 Q1	$16K	Hold	148	–	–	﹤0.01%	480
2020 Q4	$15K	Hold	148	–	–	﹤0.01%	454
2020 Q3	$15K	Hold	148	–	–	﹤0.01%	432
2020 Q2	$15K	Hold	148	–	–	﹤0.01%	430
2020 Q1	$15K	Hold	148	–	–	﹤0.01%	389
2019 Q4	$15K	Hold	148	–	–	﹤0.01%	385
2019 Q3	$15K	Buy	+148	New	+$14.8K	﹤0.01%	382

Other funds holding STIP

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Endurance Wealth Management's STIP Position: Q2 2023 in Review

Endurance Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2023 at 148 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Endurance Wealth Management first reported a position in STIP in Q3 2019 and has held it in 16 quarters since. The position peaked at $16K in Q1 2022. 608 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

Endurance Wealth Management held 148 shares of iShares 0-5 Year TIPS Bond ETF worth $14K as of Q2 2023.
Endurance Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2023.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #468 holding.
Endurance Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and has held it in 16 quarters since.
Endurance Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $16K in Q1 2022.
608 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.