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Horan Securities’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Horan Securities’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
Q3 		– Sell
-727
Closed -$70.9K – 588
2023
Q2 		$70.9K Sell
727
-485
-40% -$47.7K 0.03% 203
2023
Q1 		$120K Sell
1,212
-1,088
-47% -$106K 0.06% 138
2022
Q4 		$223K Sell
2,300
-489
-18% -$47.5K 0.13% 86
2022
Q3 		$268K Buy
2,789
+57
+2% +$5.71K 0.17% 66
2022
Q2 		$277K Buy
2,732
+72
+3% +$7.43K 0.17% 65
2022
Q1 		$279K Buy
2,660
+257
+11% +$27.1K 0.16% 59
2021
Q4 		$254K Buy
+2,403
New +$255K 0.15% 62
2021
Q2 		$228K Buy
2,144
+1,608
+300% +$171K 0.16% 56
2021
Q1 		$57K Sell
536
-6
-1% -$631 0.05% 134
2020
Q4 		$57K Buy
542
+460
+561% +$47.7K 0.05% 114
2020
Q3 		$8K Buy
+82
New +$8.48K 0.01% 229

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Horan Securities's STIP Position: Q3 2023 in Review

Horan Securities sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 727 shares — an estimated $70.9K sold.

Horan Securities first reported a position in STIP in Q3 2020 and held it in 11 quarters. The position peaked at $279K in Q1 2022. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Horan Securities reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 727 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $70.9K.
  • Horan Securities first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and held it in 11 quarters.
  • Horan Securities's iShares 0-5 Year TIPS Bond ETF position peaked at $279K in Q1 2022.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.