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Financial Partners Group (Kansas)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Financial Partners Group (Kansas)’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
Q3 		– Sell
-2,462
Closed -$240K – 174
2023
Q2 		$240K Sell
2,462
-220
-8% -$21.6K 0.05% 135
2023
Q1 		$266K Sell
2,682
-1,012
-27% -$98.9K 0.06% 134
2022
Q4 		$360K Buy
+3,694
New +$359K 0.08% 109
2022
Q2 		– Sell
-91,500
Closed -$9.6M – 164
2022
Q1 		$9.6M Buy
91,500
+45
+0% +$4.74K 2.08% 14
2021
Q4 		$9.61M Buy
+91,455
New +$9.69M 2.1% 17
2020
Q1 		– Sell
-3,118
Closed -$315K – 83
2019
Q4 		$315K Sell
3,118
-288
-8% -$28.9K 0.12% 58
2019
Q3 		$341K Sell
3,406
-221
-6% -$22.1K 0.15% 55
2019
Q2 		$365K Sell
3,627
-3,326
-48% -$333K 0.17% 54
2019
Q1 		$693K Buy
6,953
+2,286
+49% +$226K 0.37% 43
2018
Q4 		$457K Buy
+4,667
New +$458K 0.3% 46

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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Financial Partners Group (Kansas)'s STIP Position: Q3 2023 in Review

Financial Partners Group (Kansas) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 2,462 shares — an estimated $240K sold.

Financial Partners Group (Kansas) first reported a position in STIP in Q4 2018 and held it in 10 quarters. The position peaked at $9.61M in Q4 2021. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Financial Partners Group (Kansas) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 2,462 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $240K.
  • Financial Partners Group (Kansas) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 10 quarters.
  • Financial Partners Group (Kansas)'s iShares 0-5 Year TIPS Bond ETF position peaked at $9.61M in Q4 2021.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2023, filed 13 Nov 2023.