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Kelly Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-119
Closed -$11.8K – 667
2024
Q2 		$11.8K Buy
119
+2
+2% +$198 ﹤0.01% 406
2024
Q1 		$11.7K Hold
117
– – ﹤0.01% 407
2023
Q4 		$11.6K Buy
117
+27
+30% +$2.63K ﹤0.01% 375
2023
Q3 		$8.76K Buy
90
+54
+150% +$5.25K ﹤0.01% 391
2023
Q2 		$3.55K Sell
36
-38
-51% -$3.74K ﹤0.01% 491
2023
Q1 		$7.38K Sell
74
-5,381
-99% -$526K ﹤0.01% 385
2022
Q4 		$529K Sell
5,455
-3,445
-39% -$335K 0.28% 44
2022
Q3 		$855K Buy
+8,900
New +$891K 0.5% 29

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Kelly Financial Services's STIP Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2024, closing a stake of 119 shares — an estimated $11.8K sold.

Kelly Financial Services first reported a position in STIP in Q3 2022 and held it in 8 quarters. The position peaked at $855K in Q3 2022. 571 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 119 iShares 0-5 Year TIPS Bond ETF shares in Q3 2024, an estimated $11.8K.
  • Kelly Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 8 quarters.
  • Kelly Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $855K in Q3 2022.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.