LG
STIP icon

Lane Generational’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lane Generational’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
Q3 		– Sell
-6,713
Closed -$655K – 35
2023
Q2 		$655K Sell
6,713
-1,262
-16% -$124K 0.94% 22
2023
Q1 		$791K Sell
7,975
-980
-11% -$95.8K 1% 21
2022
Q4 		$868K Sell
8,955
-253
-3% -$24.6K 1.26% 17
2022
Q3 		$885K Buy
9,208
+3,544
+63% +$355K 1.25% 20
2022
Q2 		$574K Sell
5,664
-1,698
-23% -$175K 0.77% 23
2022
Q1 		$773K Buy
7,362
+4,003
+119% +$422K 0.71% 25
2021
Q4 		$356K Buy
+3,359
New +$356K 0.31% 30

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Lane Generational's STIP Position: Q3 2023 in Review

Lane Generational sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 6,713 shares — an estimated $655K sold.

Lane Generational first reported a position in STIP in Q4 2021 and held it in 7 quarters. The position peaked at $885K in Q3 2022. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Lane Generational reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Lane Generational sold 6,713 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $655K.
  • Lane Generational first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 7 quarters.
  • Lane Generational's iShares 0-5 Year TIPS Bond ETF position peaked at $885K in Q3 2022.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Lane Generational's 13F filing for Q3 2023, filed 19 Oct 2023.