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

Laird Norton Wetherby 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
2021
Q4 		– Sell
-1,931
Closed -$204K – 955
2021
Q3 		$204K Sell
1,931
-100
-5% -$10.6K 0.01% 856
2021
Q2 		$216K Buy
+2,031
New +$216K 0.01% 840

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's STIP Position: Q4 2021 in Review

Laird Norton Wetherby Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2021, closing a stake of 1,931 shares — an estimated $204K sold.

Laird Norton Wetherby Wealth Management first reported a position in STIP in Q2 2021 and held it in 2 quarters. The position peaked at $216K in Q2 2021. 489 funds tracked by Wall St. Rank hold STIP as of Q4 2021.

  • Laird Norton Wetherby Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 1,931 iShares 0-5 Year TIPS Bond ETF shares in Q4 2021, an estimated $204K.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $216K in Q2 2021.
  • 489 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2021.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.