M&R Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

M&R Capital Management’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 Q3	$15.2K	Hold	150	–	–	﹤0.01%	346
2024 Q2	$14.9K	Hold	150	–	–	﹤0.01%	334
2024 Q1	$14.9K	Hold	150	–	–	﹤0.01%	328
2023 Q4	$14.8K	Hold	150	–	–	﹤0.01%	358
2023 Q3	$14.5K	Sell	150 -150	-50%	-$14.6K	﹤0.01%	345
2023 Q2	$29.3K	Hold	300	–	–	0.01%	291
2023 Q1	$29.8K	Hold	300	–	–	0.01%	274
2022 Q4	$29.1K	Sell	300 -100	-25%	-$9.71K	0.01%	269
2022 Q3	$38K	Buy	+400	New	+$40.1K	0.01%	236

Other funds holding STIP

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

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

BlackRock New York $6.73T AUM 46.02% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

M&R Capital Management's STIP Position: Q3 2024 in Review

M&R Capital Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2024 at 150 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

M&R Capital Management first reported a position in STIP in Q3 2022 and has held it in 9 quarters since. The position peaked at $38K in Q3 2022. 571 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

M&R Capital Management held 150 shares of iShares 0-5 Year TIPS Bond ETF worth $15.2K as of Q3 2024.
M&R Capital Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2024.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #346 holding.
M&R Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 9 quarters since.
M&R Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $38K in Q3 2022.
571 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.