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

HBC 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
Q4 		$14K Hold
146
– – 0.01% 108
2024
Q3 		$14K Buy
+146
New +$14.6K 0.01% 111

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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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

HBC Financial Services's STIP Position: Q4 2024 in Review

HBC Financial Services held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q4 2024 at 146 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #108.

HBC Financial Services first reported a position in STIP in Q3 2024 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • HBC Financial Services held 146 shares of iShares 0-5 Year TIPS Bond ETF worth $14K as of Q4 2024.
  • HBC Financial Services left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q4 2024.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of HBC Financial Services's portfolio in Q4 2024, its #108 holding.
  • HBC Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.