LWA
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LWS Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LWS Wealth 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
2023
Q4 		$18.6M Buy
188,959
+12,348
+7% +$1.2M 6.99% 4
2023
Q3 		$17.1M Buy
176,611
+3,508
+2% +$341K 7.49% 3
2023
Q2 		$16.9M Buy
173,103
+1,632
+1% +$161K 7.12% 4
2023
Q1 		$17M Buy
171,471
+4,018
+2% +$393K 6.98% 4
2022
Q4 		$16.2M Sell
167,453
-1,031
-0.6% -$100K 6.8% 5
2022
Q3 		$16.2M Sell
168,484
-1,945
-1% -$195K 6.2% 4
2022
Q2 		$17.3M Buy
170,429
+497
+0.3% +$51.3K 8.14% 2
2022
Q1 		$17.8M Sell
169,932
-935
-0.5% -$98.5K 7.6% 4
2021
Q4 		$18.1M Buy
170,867
+4,740
+3% +$502K 7.4% 3
2021
Q3 		$17.5M Buy
166,127
+7,607
+5% +$807K 7.69% 2
2021
Q2 		$16.9M Buy
158,520
+31,795
+25% +$3.38M 7.49% 2
2021
Q1 		$13.4M Buy
126,725
+28,622
+29% +$3.01M 6.08% 5
2020
Q4 		$10.2M Buy
98,103
+4,765
+5% +$494K 4.6% 8
2020
Q3 		$9.71M Buy
93,338
+1,454
+2% +$150K 4.77% 7
2020
Q2 		$9.41M Sell
91,884
-8,069
-8% -$819K 4.93% 8
2020
Q1 		$9.81M Sell
99,953
-6,696
-6% -$673K 6.39% 6
2019
Q4 		$10.7M Buy
+106,649
New +$10.7M 5.53% 8

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

LWS Wealth Advisors's STIP Position: Q4 2023 in Review

LWS Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7% in Q4 2023, buying an estimated $1.2M and bringing the position to 188,959 shares worth $18.6M. The position accounts for 6.99% of the portfolio, ranked #4.

LWS Wealth Advisors first reported a position in STIP in Q4 2019 and has held it in 17 quarters since. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • LWS Wealth Advisors held 188,959 shares of iShares 0-5 Year TIPS Bond ETF worth $18.6M as of Q4 2023.
  • LWS Wealth Advisors bought 12,348 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $1.2M.
  • iShares 0-5 Year TIPS Bond ETF made up 6.99% of LWS Wealth Advisors's portfolio in Q4 2023, its #4 holding.
  • LWS Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.