GW
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GW & Wade’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

GW & Wade’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 		$552K Sell
5,598
-533
-9% -$51.9K 0.02% 279
2023
Q3 		$594K Sell
6,131
-1,126
-16% -$109K 0.02% 259
2023
Q2 		$708K Buy
7,257
+992
+16% +$97.6K 0.03% 246
2023
Q1 		$622K Hold
6,265
– – 0.02% 242
2022
Q4 		$607K Buy
+6,265
New +$609K 0.02% 238

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GW & Wade's STIP Position: Q4 2023 in Review

GW & Wade reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.7% in Q4 2023, selling an estimated $51.9K and leaving 5,598 shares worth $552K. The position accounts for 0.02% of the portfolio, ranked #279.

GW & Wade first reported a position in STIP in Q4 2022 and has held it in 5 quarters since. The position peaked at $708K in Q2 2023. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • GW & Wade held 5,598 shares of iShares 0-5 Year TIPS Bond ETF worth $552K as of Q4 2023.
  • GW & Wade sold 533 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $51.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of GW & Wade's portfolio in Q4 2023, its #279 holding.
  • GW & Wade first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • GW & Wade's iShares 0-5 Year TIPS Bond ETF position peaked at $708K in Q2 2023.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.