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

Executive 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
2024
Q4 		$275K Buy
2,732
+83
+3% +$8.37K 0.02% 221
2024
Q3 		$268K Buy
+2,649
New +$265K 0.02% 230
2024
Q2 		– Sell
-2,184
Closed -$217K – 230
2024
Q1 		$217K Sell
2,184
-27,288
-93% -$2.7M 0.02% 232
2023
Q4 		$2.91M Sell
29,472
-5,798
-16% -$565K 0.27% 79
2023
Q3 		$3.42M Sell
35,270
-6,794
-16% -$660K 0.35% 73
2023
Q2 		$4.11M Sell
42,064
-6,987
-14% -$687K 0.42% 69
2023
Q1 		$4.87M Sell
49,051
-4,025
-8% -$393K 0.54% 65
2022
Q4 		$5.15M Buy
53,076
+47,779
+902% +$4.64M 0.63% 53
2022
Q3 		$5.3K Sell
5,297
-110,639
-95% -$11.1M 0.74% 48
2022
Q2 		$11.8M Buy
115,936
+37,678
+48% +$3.89M 1.58% 15
2022
Q1 		$8.21M Buy
78,258
+11,432
+17% +$1.2M 0.89% 30
2021
Q4 		$7.08M Buy
66,826
+9,145
+16% +$969K 0.7% 45
2021
Q3 		$6.09M Buy
57,681
+3,117
+6% +$331K 0.67% 53
2021
Q2 		$5.8M Buy
54,564
+7,508
+16% +$797K 0.64% 53
2021
Q1 		$4.97M Sell
47,056
-2,898
-6% -$305K 0.58% 56
2020
Q4 		$5.22M Buy
49,954
+19,887
+66% +$2.06M 0.64% 41
2020
Q3 		$3.13M Sell
30,067
-254
-0.8% -$26.3K 0.43% 56
2020
Q2 		$3.1M Buy
30,321
+21,841
+258% +$2.22M 0.47% 50
2020
Q1 		$847K Buy
8,480
+2,194
+35% +$221K 0.15% 80
2019
Q4 		$633K Buy
6,286
+899
+17% +$90.2K 0.09% 108
2019
Q3 		$539K Buy
5,387
+1,046
+24% +$105K 0.08% 99
2019
Q2 		$437K Buy
4,341
+998
+30% +$99.9K 0.06% 128
2019
Q1 		$333K Sell
3,343
-188
-5% -$18.6K 0.06% 121
2018
Q4 		$346K Buy
+3,531
New +$347K 0.06% 121

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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 $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Executive Wealth Management's STIP Position: Q4 2024 in Review

Executive Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.1% in Q4 2024, buying an estimated $8.37K and bringing the position to 2,732 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #221.

Executive Wealth Management first reported a position in STIP in Q4 2018 and has held it in 24 quarters since. The position peaked at $11.8M in Q2 2022. 625 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Executive Wealth Management held 2,732 shares of iShares 0-5 Year TIPS Bond ETF worth $275K as of Q4 2024.
  • Executive Wealth Management bought 83 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $8.37K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #221 holding.
  • Executive Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $11.8M in Q2 2022.
  • 625 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.