HFO
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Heritage Family Offices’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Heritage Family Offices’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
-4,190
Closed -$425K – 193
2024
Q3 		$425K Hold
4,190
– – 0.22% 96
2024
Q2 		$417K Buy
+4,190
New +$416K 0.23% 89

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $5.76B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Heritage Family Offices's STIP Position: Q4 2024 in Review

Heritage Family Offices sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 4,190 shares — an estimated $425K sold.

Heritage Family Offices first reported a position in STIP in Q2 2024 and held it in 2 quarters. The position peaked at $425K in Q3 2024. 625 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Heritage Family Offices reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Family Offices sold 4,190 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $425K.
  • Heritage Family Offices first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and held it in 2 quarters.
  • Heritage Family Offices's iShares 0-5 Year TIPS Bond ETF position peaked at $425K in Q3 2024.
  • 625 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Heritage Family Offices's 13F filing for Q4 2024, filed 14 Jan 2025.