Lake Street Advisors Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lake Street Advisors Group’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	-40,947	Closed	-$4.07M	–	658
2024 Q1	$4.07M	Buy	40,947 +38,360	+1,483%	+$3.79M	0.19%	74
2023 Q4	$255K	Buy	+2,587	New	+$252K	0.01%	485

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

Lake Street Advisors Group's STIP Position: Q2 2024 in Review

Lake Street Advisors Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 40,947 shares — an estimated $4.07M sold.

Lake Street Advisors Group first reported a position in STIP in Q4 2023 and held it in 2 quarters. The position peaked at $4.07M in Q1 2024. 574 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

Lake Street Advisors Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
Lake Street Advisors Group sold 40,947 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $4.07M.
Lake Street Advisors Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 2 quarters.
Lake Street Advisors Group's iShares 0-5 Year TIPS Bond ETF position peaked at $4.07M in Q1 2024.
574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Lake Street Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.