LWMG LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LWMG LLC’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 Q1	–	Sell	-9,314	Closed	-$903K	–	91
2022 Q4	$903K	Buy	+9,314	New	+$905K	0.32%	39

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LWMG LLC's STIP Position: Q1 2023 in Review

LWMG LLC sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 9,314 shares — an estimated $903K sold.

LWMG LLC first reported a position in STIP in Q4 2022 and held it in 1 quarter. The position peaked at $903K in Q4 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

LWMG LLC reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
LWMG LLC sold 9,314 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $903K.
LWMG LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 1 quarter.
LWMG LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $903K in Q4 2022.
611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on LWMG LLC's 13F filing for Q1 2023, filed 5 May 2023.