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LVZ Inc’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LVZ Inc’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
-3,134
Closed -$311K – 161
2023
Q1 		$311K Sell
3,134
-1,415
-31% -$138K 0.05% 107
2022
Q4 		$441K Sell
4,549
-317,526
-99% -$30.8M 0.07% 75
2022
Q3 		$31M Buy
322,075
+4,320
+1% +$433K 5.38% 7
2022
Q2 		$32.2M Buy
317,755
+275,883
+659% +$28.5M 5.4% 8
2022
Q1 		$4.39M Sell
41,872
-41,126
-50% -$4.33M 0.61% 16
2021
Q4 		$8.79M Buy
82,998
+5,925
+8% +$628K 1.17% 13
2021
Q3 		$8.14M Buy
77,073
+58,538
+316% +$6.21M 1.17% 13
2021
Q2 		$1.97M Sell
18,535
-28,215
-60% -$3M 0.29% 32
2021
Q1 		$4.94M Buy
46,750
+15,207
+48% +$1.6M 0.76% 14
2020
Q4 		$3.29M Sell
31,543
-25,993
-45% -$2.7M 0.55% 15
2020
Q3 		$5.99M Buy
57,536
+47,224
+458% +$4.89M 1.23% 12
2020
Q2 		$1.06M Sell
10,312
-45,778
-82% -$4.64M 0.24% 31
2020
Q1 		$5.6M Buy
56,090
+46,267
+471% +$4.65M 1.37% 12
2019
Q4 		$989K Sell
9,823
-2,848
-22% -$286K 0.19% 42
2019
Q3 		$1.27M Buy
12,671
+4,486
+55% +$449K 0.27% 31
2019
Q2 		$823K Buy
8,185
+4,201
+105% +$420K 0.19% 41
2019
Q1 		$397K Sell
3,984
-22,092
-85% -$2.18M 0.09% 51
2018
Q4 		$2.56M Buy
26,076
+2,440
+10% +$240K 0.73% 20
2018
Q3 		$2.33M Buy
23,636
+15,972
+208% +$1.58M 0.58% 21
2018
Q2 		$764K Buy
+7,664
New +$763K 0.19% 36
2014
Q4 		– Sell
-9,252
Closed -$930K – 31
2014
Q3 		$930K Sell
9,252
-919
-9% -$93.3K 0.69% 20
2014
Q2 		$1.04M Sell
10,171
-184
-2% -$18.7K 0.77% 19
2014
Q1 		$1.05M Buy
10,355
+658
+7% +$66.6K 0.84% 19
2013
Q4 		$979K Buy
+9,697
New +$982K 0.8% 18

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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 $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LVZ Inc's STIP Position: Q2 2023 in Review

LVZ Inc sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 3,134 shares — an estimated $311K sold.

LVZ Inc first reported a position in STIP in Q4 2013 and held it in 24 quarters. The position peaked at $32.2M in Q2 2022. 608 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • LVZ Inc reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • LVZ Inc sold 3,134 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $311K.
  • LVZ Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2013 and held it in 24 quarters.
  • LVZ Inc's iShares 0-5 Year TIPS Bond ETF position peaked at $32.2M in Q2 2022.
  • 608 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on LVZ Inc's 13F filing for Q2 2023, filed 18 Jul 2023.