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Haverford Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Haverford Financial Services’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
-2,252
Closed -$222K – 42
2023
Q4 		$222K Sell
2,252
-8
-0.4% -$779 0.07% 39
2023
Q3 		$219K Hold
2,260
– – 0.07% 39
2023
Q2 		$221K Sell
2,260
-135
-6% -$13.3K 0.07% 39
2023
Q1 		$238K Buy
2,395
+163
+7% +$15.9K 0.07% 39
2022
Q4 		$216K Hold
2,232
– – 0.06% 64
2022
Q3 		$215K Buy
+2,232
New +$224K 0.07% 64

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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

Haverford Financial Services's STIP Position: Q1 2024 in Review

Haverford Financial Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 2,252 shares — an estimated $222K sold.

Haverford Financial Services first reported a position in STIP in Q3 2022 and held it in 6 quarters. The position peaked at $238K in Q1 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Haverford Financial Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Haverford Financial Services sold 2,252 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $222K.
  • Haverford Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 6 quarters.
  • Haverford Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $238K in Q1 2023.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Haverford Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.