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

Janiczek 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	$88K	Hold	884	–	–	0.02%	303
2024 Q1	$87.9K	Hold	884	–	–	0.02%	321
2023 Q4	$87.2K	Sell	884 -2,000	-69%	-$195K	0.02%	289
2023 Q3	$280K	Hold	2,884	–	–	0.07%	111
2023 Q2	$281K	Hold	2,884	–	–	0.08%	96
2023 Q1	$285K	Sell	2,884 -50	-2%	-$4.89K	0.08%	86
2022 Q4	$286K	Hold	2,934	–	–	0.08%	87
2022 Q3	$284K	Hold	2,934	–	–	0.09%	70
2022 Q2	$302K	Hold	2,934	–	–	0.09%	71
2022 Q1	$308K	Sell	2,934 -107,246	-97%	-$11.3M	0.09%	75
2021 Q4	$11.7M	Buy	110,180 +6,643	+6%	+$704K	3.49%	9
2021 Q3	$10.9M	Buy	103,537 +7,696	+8%	+$816K	3.87%	8
2021 Q2	$10.2M	Buy	95,841 +13,497	+16%	+$1.43M	3.7%	8
2021 Q1	$8.71M	Buy	+82,344	New	+$8.66M	3.47%	8

Other funds holding STIP

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T 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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Janiczek Wealth Management's STIP Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2024 at 884 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #303.

Janiczek Wealth Management first reported a position in STIP in Q1 2021 and has held it in 14 quarters since. The position peaked at $11.7M in Q4 2021. 574 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

Janiczek Wealth Management held 884 shares of iShares 0-5 Year TIPS Bond ETF worth $88K as of Q2 2024.
Janiczek Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2024.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #303 holding.
Janiczek Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $11.7M in Q4 2021.
574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.