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

EPG 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
Q4 		– Sell
-113
Closed -$11K – 446
2023
Q3 		$11K Buy
+113
New +$11K ﹤0.01% 361

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Fidelity Investments
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EPG Wealth Management's STIP Position: Q4 2023 in Review

EPG Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 113 shares — an estimated $11K sold.

EPG Wealth Management first reported a position in STIP in Q3 2023 and held it in 1 quarter. The position peaked at $11K in Q3 2023. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • EPG Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • EPG Wealth Management sold 113 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $11K.
  • EPG Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and held it in 1 quarter.
  • EPG Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $11K in Q3 2023.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on EPG Wealth Management's 13F filing for Q4 2023, filed 15 Feb 2024.