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Goldstone Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Goldstone Financial Group’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
Q4 		– Sell
-23,793
Closed -$2.31M – 169
2023
Q3 		$2.31M Buy
23,793
+1,515
+7% +$147K 0.68% 33
2023
Q2 		$2.17M Sell
22,278
-53,716
-71% -$5.28M 0.64% 34
2023
Q1 		$7.54M Buy
+75,994
New +$7.43M 2.49% 8

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Goldstone Financial Group's STIP Position: Q4 2023 in Review

Goldstone Financial Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 23,793 shares — an estimated $2.31M sold.

Goldstone Financial Group first reported a position in STIP in Q1 2023 and held it in 3 quarters. The position peaked at $7.54M in Q1 2023. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • Goldstone Financial Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 23,793 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $2.31M.
  • Goldstone Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and held it in 3 quarters.
  • Goldstone Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $7.54M in Q1 2023.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Goldstone Financial Group's 13F filing for Q4 2023, filed 15 Jan 2025.