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

Level 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
2024
Q1 		– Sell
-500
Closed -$49.3K – 233
2023
Q4 		$49.3K Sell
500
-367
-42% -$35.8K 0.02% 114
2023
Q3 		$84K Buy
867
+474
+121% +$46.1K 0.05% 84
2023
Q2 		$38.4K Hold
393
– – 0.02% 119
2023
Q1 		$39K Buy
393
+271
+222% +$26.5K 0.02% 111
2022
Q4 		$12K Buy
122
+119
+3,967% +$11.6K 0.01% 157
2022
Q3 		$0 Sell
3
-116
-97% -$11.6K ﹤0.01% 329
2022
Q2 		$12K Buy
119
+117
+5,850% +$12.1K 0.01% 178
2022
Q1 		$0 Sell
2
-54
-96% -$5.69K ﹤0.01% 280
2021
Q4 		$6K Buy
+56
New +$5.93K ﹤0.01% 200

Other funds holding STIP

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Level Financial Advisors's STIP Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 500 shares — an estimated $49.3K sold.

Level Financial Advisors first reported a position in STIP in Q4 2021 and held it in 9 quarters. The position peaked at $84K in Q3 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Level Financial Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 500 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $49.3K.
  • Level Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $84K in Q3 2023.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.