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

Good Life 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	-3,242	Closed	-$329K	–	580
2024 Q3	$329K	Buy	+3,242	New	+$325K	0.02%	443
2024 Q2	–	Sell	-2,621	Closed	-$261K	–	484
2024 Q1	$261K	Sell	2,621 -550	-17%	-$54.4K	0.02%	379
2023 Q4	$313K	Sell	3,171 -1	-0%	-$97	0.03%	320
2023 Q3	$308K	Sell	3,172 -31,435	-91%	-$3.05M	0.04%	308
2023 Q2	$3.38M	Sell	34,607 -12,829	-27%	-$1.26M	0.38%	53
2023 Q1	$4.71M	Sell	47,436 -1,666	-3%	-$163K	0.6%	41
2022 Q4	$4.76M	Buy	49,102 +777	+2%	+$75.5K	0.66%	40
2022 Q3	$4.64M	Buy	48,325 +291	+0.6%	+$29.1K	0.68%	38
2022 Q2	$4.87M	Buy	48,034 +45,592	+1,867%	+$4.71M	0.68%	40
2022 Q1	$256K	Buy	+2,442	New	+$257K	0.03%	318

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Good Life Advisors's STIP Position: Q4 2024 in Review

Good Life Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 3,242 shares — an estimated $329K sold.

Good Life Advisors first reported a position in STIP in Q1 2022 and held it in 10 quarters. The position peaked at $4.87M in Q2 2022. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

Good Life Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
Good Life Advisors sold 3,242 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $329K.
Good Life Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 10 quarters.
Good Life Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $4.87M in Q2 2022.
626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.