Keel Point’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Keel Point’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 Q1	–	Sell	-4,147	Closed	-$409K	–	391
2023 Q4	$409K	Buy	+4,147	New	+$404K	0.05%	218

Other funds holding STIP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Keel Point's STIP Position: Q1 2024 in Review

Keel Point sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 4,147 shares — an estimated $409K sold.

Keel Point first reported a position in STIP in Q4 2023 and held it in 1 quarter. The position peaked at $409K in Q4 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

Keel Point reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
Keel Point sold 4,147 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $409K.
Keel Point first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 1 quarter.
Keel Point's iShares 0-5 Year TIPS Bond ETF position peaked at $409K in Q4 2023.
574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Keel Point's 13F filing for Q1 2024, filed 16 Apr 2024.