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Lumature Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lumature Wealth Partners’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
Q2 		– Sell
-179
Closed -$17.8K – 403
2023
Q1 		$17.8K Sell
179
-970
-84% -$94.8K 0.01% 281
2022
Q4 		$111K Sell
1,149
-15,108
-93% -$1.47M 0.06% 183
2022
Q3 		$1.56M Buy
16,257
+1,349
+9% +$135K 0.84% 20
2022
Q2 		$1.51M Buy
+14,908
New +$1.54M 0.67% 30

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lumature Wealth Partners's STIP Position: Q2 2023 in Review

Lumature Wealth Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 179 shares — an estimated $17.8K sold.

Lumature Wealth Partners first reported a position in STIP in Q2 2022 and held it in 4 quarters. The position peaked at $1.56M in Q3 2022. 609 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • Lumature Wealth Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 179 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $17.8K.
  • Lumature Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 4 quarters.
  • Lumature Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $1.56M in Q3 2022.
  • 609 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.