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Faithward Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Faithward Advisors’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 		– Sell
-41,582
Closed -$4.21M – 292
2024
Q3 		$4.21M Buy
41,582
+2,446
+6% +$245K 0.73% 37
2024
Q2 		$3.89M Buy
+39,136
New +$3.88M 0.7% 41

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

Faithward Advisors's STIP Position: Q4 2024 in Review

Faithward Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 41,582 shares — an estimated $4.21M sold.

Faithward Advisors first reported a position in STIP in Q2 2024 and held it in 2 quarters. The position peaked at $4.21M in Q3 2024. 625 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Faithward Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Faithward Advisors sold 41,582 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $4.21M.
  • Faithward Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and held it in 2 quarters.
  • Faithward Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $4.21M in Q3 2024.
  • 625 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Faithward Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.