GI
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Gradient Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Gradient Investments’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
Q3 		– Sell
-10
Closed -$995 – 1153
2024
Q2 		$995 Hold
10
– – ﹤0.01% 1076
2024
Q1 		$994 Buy
10
+8
+400% +$791 ﹤0.01% 910
2023
Q4 		$197 Sell
2
-54
-96% -$5.26K ﹤0.01% 1698
2023
Q3 		$5.43K Buy
56
+54
+2,700% +$5.25K ﹤0.01% 942
2023
Q2 		$195 Sell
2
-2
-50% -$197 ﹤0.01% 1644
2023
Q1 		$397 Sell
4
-64
-94% -$6.26K ﹤0.01% 1305
2022
Q4 		$6.59K Buy
68
+66
+3,300% +$6.41K ﹤0.01% 884
2022
Q3 		$0 Sell
2
-27
-93% -$2.7K ﹤0.01% 1529
2022
Q2 		$3K Buy
29
+27
+1,350% +$2.79K ﹤0.01% 1005
2022
Q1 		$0 Buy
+2
New +$211 ﹤0.01% 1329
2021
Q4 		– Sell
-115
Closed -$12K – 1325
2021
Q3 		$12K Buy
+115
New +$12.2K ﹤0.01% 748
2020
Q2 		– Sell
-221
Closed -$22K – 1191
2020
Q1 		$22K Sell
221
-248
-53% -$24.9K ﹤0.01% 500
2019
Q4 		$47K Sell
469
-163
-26% -$16.4K ﹤0.01% 413
2019
Q3 		$63K Sell
632
-44
-7% -$4.41K ﹤0.01% 350
2019
Q2 		$68K Sell
676
-29,544
-98% -$2.96M ﹤0.01% 349
2019
Q1 		$3.01M Buy
30,220
+3,898
+15% +$385K 0.19% 93
2018
Q4 		$2.58M Buy
+26,322
New +$2.58M 0.15% 89
2018
Q3 		– Sell
-26,680
Closed -$2.66M – 1054
2018
Q2 		$2.66M Sell
26,680
-380
-1% -$37.8K 0.14% 96
2018
Q1 		$2.71M Buy
27,060
+5,046
+23% +$503K 0.15% 94
2017
Q4 		$2.2M Buy
+22,014
New +$2.21M 0.13% 94

Other funds holding STIP

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Gradient Investments's STIP Position: Q3 2024 in Review

Gradient Investments sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2024, closing a stake of 10 shares — an estimated $995 sold.

Gradient Investments first reported a position in STIP in Q4 2017 and held it in 20 quarters. The position peaked at $3.01M in Q1 2019. 571 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

  • Gradient Investments reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 10 iShares 0-5 Year TIPS Bond ETF shares in Q3 2024, an estimated $995.
  • Gradient Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and held it in 20 quarters.
  • Gradient Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $3.01M in Q1 2019.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.