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ICA Group Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

ICA Group Wealth Management’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 		– Sell
-297
Closed -$29.5K – 1258
2024
Q1 		$29.5K Buy
297
+46
+18% +$4.55K 0.01% 669
2023
Q4 		$24.7K Buy
+251
New +$24.5K 0.01% 668
2023
Q3 		– Sell
-156
Closed -$15.2K – 1090
2023
Q2 		$15.2K Buy
+156
New +$15.3K ﹤0.01% 758
2023
Q1 		– Sell
-181
Closed -$17.6K – 1360
2022
Q4 		$17.6K Buy
+181
New +$17.6K ﹤0.01% 714

Other funds holding STIP

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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

ICA Group Wealth Management's STIP Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 297 shares — an estimated $29.5K sold.

ICA Group Wealth Management first reported a position in STIP in Q4 2022 and held it in 4 quarters. The position peaked at $29.5K in Q1 2024. 575 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

  • ICA Group Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 297 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $29.5K.
  • ICA Group Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $29.5K in Q1 2024.
  • 575 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.