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Householder Group Estate & Retirement Specialist’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Householder Group Estate & Retirement Specialist’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
-68
Closed -$6K – 1136
2024
Q3 		$6K Buy
+68
New +$6.81K ﹤0.01% 914

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

Householder Group Estate & Retirement Specialist's STIP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 68 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in STIP in Q3 2024 and held it in 1 quarter. The position peaked at $6K in Q3 2024. 625 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 68 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $6K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares 0-5 Year TIPS Bond ETF position peaked at $6K in Q3 2024.
  • 625 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.