GA
STIP icon

GoalVest Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

GoalVest Advisory’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
-1,676
Closed -$165K – 472
2023
Q4 		$165K Buy
1,676
+309
+23% +$30.1K 0.07% 74
2023
Q3 		$132K Sell
1,367
-659
-33% -$64K 0.07% 86
2023
Q2 		$198K Sell
2,026
-56,298
-97% -$5.54M 0.1% 72
2023
Q1 		$5.79M Buy
58,324
+8,085
+16% +$790K 3.39% 6
2022
Q4 		$4.87M Buy
50,239
+2,460
+5% +$239K 3.14% 6
2022
Q3 		$4.59M Buy
47,779
+4,227
+10% +$423K 3.22% 4
2022
Q2 		$4.42M Buy
43,552
+2,576
+6% +$266K 2.8% 6
2022
Q1 		$4.3M Buy
+40,976
New +$4.31M 2.43% 7
2021
Q2 		$3.83M Buy
35,996
+4,534
+14% +$481K 2.37% 11
2021
Q1 		$3.33M Buy
+31,462
New +$3.31M 2.48% 10

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

GoalVest Advisory's STIP Position: Q1 2024 in Review

GoalVest Advisory sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 1,676 shares — an estimated $165K sold.

GoalVest Advisory first reported a position in STIP in Q1 2021 and held it in 10 quarters. The position peaked at $5.79M in Q1 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • GoalVest Advisory reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 1,676 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $165K.
  • GoalVest Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and held it in 10 quarters.
  • GoalVest Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $5.79M in Q1 2023.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.