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Landmark Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Landmark Financial Advisors’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
2023
Q4 		$18.4M Buy
187,013
+7,966
+4% +$776K 6.64% 3
2023
Q3 		$17.4M Buy
179,047
+10,407
+6% +$1.01M 7.05% 3
2023
Q2 		$16.5M Buy
168,640
+20,241
+14% +$1.99M 6.76% 3
2023
Q1 		$14.7M Buy
148,399
+15,752
+12% +$1.54M 6.47% 3
2022
Q4 		$12.9M Buy
132,647
+9,145
+7% +$888K 5.94% 4
2022
Q3 		$11.9M Buy
123,502
+13,825
+13% +$1.38M 6.27% 4
2022
Q2 		$11.1M Sell
109,677
-862
-0.8% -$89K 5.47% 7
2022
Q1 		$11.5M Sell
110,539
-3,581
-3% -$377K 5.53% 6
2021
Q4 		$12.1M Buy
114,120
+9,451
+9% +$1M 5.38% 6
2021
Q3 		$11.1M Sell
104,669
-8,565
-8% -$909K 5.97% 6
2021
Q2 		$12M Buy
113,234
+8,565
+8% +$910K 5.76% 6
2021
Q1 		$11.1M Buy
104,669
+4,575
+5% +$481K 5.96% 6
2020
Q4 		$10.5M Buy
100,094
+12,065
+14% +$1.25M 5.91% 7
2020
Q3 		$9.12M Buy
88,029
+24,706
+39% +$2.56M 5.78% 7
2020
Q2 		$6.5M Buy
63,323
+40,063
+172% +$4.06M 4.24% 9
2020
Q1 		$2.36M Buy
23,260
+13,744
+144% +$1.38M 1.62% 14
2019
Q4 		$960K Buy
9,516
+6,121
+180% +$614K 0.56% 27
2019
Q3 		$340K Buy
+3,395
New +$340K 0.21% 45

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Landmark Financial Advisors's STIP Position: Q4 2023 in Review

Landmark Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.4% in Q4 2023, buying an estimated $776K and bringing the position to 187,013 shares worth $18.4M. The position accounts for 6.64% of the portfolio, ranked #3.

Landmark Financial Advisors first reported a position in STIP in Q3 2019 and has held it in 18 quarters since. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • Landmark Financial Advisors held 187,013 shares of iShares 0-5 Year TIPS Bond ETF worth $18.4M as of Q4 2023.
  • Landmark Financial Advisors bought 7,966 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $776K.
  • iShares 0-5 Year TIPS Bond ETF made up 6.64% of Landmark Financial Advisors's portfolio in Q4 2023, its #3 holding.
  • Landmark Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and has held it in 18 quarters since.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.