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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 – 1264
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 – 1363
2022
Q4 		$17.6K Buy
+181
New +$17.6K ﹤0.01% 714

Other funds holding STIP

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return