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

FOCUS Wealth 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
Q1 		– Sell
-17,707
Closed -$1.75M – 59
2023
Q4 		$1.75M Buy
17,707
+957
+6% +$93.2K 1.1% 26
2023
Q3 		$1.62M Sell
16,750
-18
-0.1% -$1.75K 1.13% 23
2023
Q2 		$1.64M Sell
16,768
-182
-1% -$17.9K 1.11% 24
2023
Q1 		$1.68M Sell
16,950
-191
-1% -$18.7K 1.1% 24
2022
Q4 		$1.66M Sell
17,141
-69
-0.4% -$6.7K 1.15% 24
2022
Q3 		$1.65M Sell
17,210
-54
-0.3% -$5.41K 1.17% 23
2022
Q2 		$1.75M Buy
+17,264
New +$1.78M 1.2% 18

Other funds holding STIP

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FOCUS Wealth Advisors's STIP Position: Q1 2024 in Review

FOCUS Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 17,707 shares — an estimated $1.75M sold.

FOCUS Wealth Advisors first reported a position in STIP in Q2 2022 and held it in 7 quarters. The position peaked at $1.75M in Q2 2022. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • FOCUS Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 17,707 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $1.75M.
  • FOCUS Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 7 quarters.
  • FOCUS Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.75M in Q2 2022.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on FOCUS Wealth Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.