Heritage Wealth Management (Arizona)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$417K	Sell	4,190 -2,155	-34%	-$214K	0.23%	89
2024 Q1	$631K	Sell	6,345 -3,990	-39%	-$394K	0.32%	68
2023 Q4	$1.02M	Buy	+10,335	New	+$1.01M	0.55%	42
2022 Q4	$1.93M	Buy	19,940 +13,945	+233%	+$1.35M	0.28%	61
2022 Q3	$576K	Buy	5,995 +2,785	+87%	+$279K	0.19%	90
2022 Q2	$326K	Buy	3,210 +1,205	+60%	+$124K	0.11%	140
2022 Q1	$210K	Buy	+2,005	New	+$211K	0.06%	265

Other funds holding STIP

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s STIP Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 34% in Q2 2024, selling an estimated $214K and leaving 4,190 shares worth $417K. The position accounts for 0.23% of the portfolio, ranked #89.

Heritage Wealth Management (Arizona) first reported a position in STIP in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.93M in Q4 2022. 575 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

Heritage Wealth Management (Arizona) held 4,190 shares of iShares 0-5 Year TIPS Bond ETF worth $417K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 2,155 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $214K.
iShares 0-5 Year TIPS Bond ETF made up 0.23% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #89 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares 0-5 Year TIPS Bond ETF position peaked at $1.93M in Q4 2022.
575 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.